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FKAIX vs WCMLX
FKAIX vs WCMLX Comparison
Open Charts FKAIX vs WCMLX
Federated Hermes Kaufmann Small Cap IS
Price$49.76
Change-$2.13 (-4.10%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.88
Change-$0.51 (-3.81%)
VolumeN/A
CapitalizationN/A
FKAIX vs WCMLX Comparison Chart
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FKAIX vs. WCMLX commentary
Dec 19, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FKAIX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FKAIX has more cash in the bank: 3.92B vs. WCMLX (41.8M). FKAIX pays higher dividends than WCMLX: FKAIX (0.26) vs WCMLX (0.00). FKAIX was incepted earlier than WCMLX: FKAIX (9 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. FKAIX (31.00). WCMLX has a lower initial minimum investment than FKAIX: WCMLX (100000) vs FKAIX (1000000). FKAIX (11.21) and WCMLX (11.03) have marching annual gain over last year. WCMLX return over 5 years is better than : 28.75 vs. FKAIX (18.92).
| FKAIX | WCMLX | FKAIX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 9.013 | 8.597 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.92B | 41.8M | 9,373% |
| Annual Yield % from dividends | 0.26 | 0.00 | - |
| Returns for 1 year | 11.21 | 11.03 | 102% |
| Returns for 3 years | -11.05 | 0.30 | -3,688% |
| Returns for 5 years | 18.92 | 28.75 | 66% |
| Returns for 10 years | N/A | N/A | - |
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