FKAIX
Price
$52.66
Change
-$0.16 (-0.30%)
Updated
Sep 20 closing price
WCMLX
Price
$13.25
Change
-$0.10 (-0.75%)
Updated
Sep 20 closing price
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FKAIX vs WCMLX

Header iconFKAIX vs WCMLX Comparison
Open Charts FKAIX vs WCMLXBanner chart's image
Federated Hermes Kaufmann Small Cap IS
Price$52.66
Change-$0.16 (-0.30%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.25
Change-$0.10 (-0.75%)
VolumeN/A
CapitalizationN/A
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FKAIX vs WCMLX Comparison Chart
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VS
FKAIX vs. WCMLX commentary
Sep 21, 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 StrongBuy and WCMLX is a StrongBuy.

FUNDAMENTALS
Fundamentals
FKAIX has more cash in the bank: 4.05B vs. WCMLX (41.5M). 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 annual gain was more profitable for investors over the last year : 22.44 vs. WCMLX (19.37).
FKAIXWCMLXFKAIX / WCMLX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence9 years5 years-
Gain YTD10.6307.461142%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.05B41.5M9,769%
Annual Yield % from dividends0.260.00-
Returns for 1 year22.4419.37116%
Returns for 3 years-25.81-13.91186%
Returns for 5 years27.02N/A-
Returns for 10 yearsN/AN/A-
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