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FKAIX vs WCMLX
FKAIX vs WCMLX Comparison
Open Charts FKAIX vs WCMLX
Federated Hermes Kaufmann Small Cap IS
Price$53.44
Change-$0.61 (-1.13%)
VolumeN/A
Net Assets3.33B
WCM Small Cap Growth Institutional
Price$13.74
Change-$0.15 (-1.08%)
VolumeN/A
Net Assets44.14M
FKAIX vs WCMLX Comparison Chart in %
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FKAIX vs. WCMLX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
FKAIX has more cash in the bank: 3.33B vs. WCMLX (44.1M). FKAIX pays higher dividends than WCMLX: FKAIX (1.36) 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). WCMLX (6.19) and FKAIX (6.05) have marching annual gain over last year. WCMLX return over 5 years is better than : 15.37 vs. FKAIX (2.19).
| 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 | 10.441 | 8.009 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.33B | 44.1M | 7,542% |
| Annual Yield % from dividends | 1.36 | 0.00 | - |
| Returns for 1 year | 6.05 | 6.19 | 98% |
| Returns for 3 years | 37.21 | 36.44 | 102% |
| Returns for 5 years | 2.19 | 15.37 | 14% |
| Returns for 10 years | N/A | N/A | - |
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