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FKAIX vs WCMLX
FKAIX vs WCMLX Comparison
Open Charts FKAIX vs WCMLX
Federated Hermes Kaufmann Small Cap IS
Price$44.38
Change+$1.01 (+2.33%)
VolumeN/A
Net Assets3.03B
WCM Small Cap Growth Institutional
Price$11.67
Change+$0.24 (+2.10%)
VolumeN/A
Net Assets40.69M
FKAIX vs WCMLX Comparison Chart
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FKAIX vs. WCMLX commentary
Apr 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FKAIX has more cash in the bank: 3.03B vs. WCMLX (40.7M). FKAIX pays higher dividends than WCMLX: FKAIX (1.65) vs WCMLX (0.00). FKAIX was incepted earlier than WCMLX: FKAIX (9 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than FKAIX (1.02). WCMLX is a more actively managed with annual turnover of: 48.00 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 : -9.81 vs. WCMLX (-11.40). WCMLX return over 5 years is better than : 59.64 vs. FKAIX (31.45).
| FKAIX | WCMLX | FKAIX / WCMLX | |
| Total Expense Ratio | 0.90 | 0.99 | 91% |
| Annual Report Gross Expense Ratio | 1.02 | 1.86 | 55% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | -9.318 | -11.120 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.03B | 40.7M | 7,455% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | -9.81 | -11.40 | 86% |
| Returns for 3 years | -12.45 | -7.82 | 159% |
| Returns for 5 years | 31.45 | 59.64 | 53% |
| Returns for 10 years | N/A | N/A | - |
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