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FKAIX vs WCMLX
FKAIX vs WCMLX Comparison
Open Charts FKAIX vs WCMLX
Federated Hermes Kaufmann Small Cap IS
Price$54.28
Change+$0.34 (+0.63%)
VolumeN/A
Net Assets3.32B
WCM Small Cap Growth Institutional
Price$13.69
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets44.77M
FKAIX vs WCMLX Comparison Chart in %
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FKAIX vs. WCMLX commentary
Aug 29, 2025
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 Hold and WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
FKAIX has more cash in the bank: 3.32B vs. WCMLX (44.8M). FKAIX pays higher dividends than WCMLX: FKAIX (1.38) vs WCMLX (0.00). FKAIX was incepted earlier than WCMLX: FKAIX (10 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than FKAIX (1.02). WCMLX is a more actively managed with annual turnover of: 83.00 vs. FKAIX (34.00). WCMLX has a lower initial minimum investment than FKAIX: WCMLX (100000) vs FKAIX (1000000). FKAIX annual gain was more profitable for investors over the last year : 6.51 vs. WCMLX (4.77). WCMLX return over 5 years is better than : 17.13 vs. FKAIX (5.60).
| FKAIX | WCMLX | FKAIX / WCMLX | |
| Total Expense Ratio | 0.90 | 0.99 | 91% |
| Annual Report Gross Expense Ratio | 1.02 | 1.79 | 57% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 10.217 | 5.832 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.32B | 44.8M | 7,413% |
| Annual Yield % from dividends | 1.38 | 0.00 | - |
| Returns for 1 year | 6.51 | 4.77 | 136% |
| Returns for 3 years | 25.36 | 22.83 | 111% |
| Returns for 5 years | 5.60 | 17.13 | 33% |
| Returns for 10 years | N/A | N/A | - |