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FKAIX vs WCMLX
FKAIX vs WCMLX Comparison
Open Charts FKAIX vs WCMLX
Federated Hermes Kaufmann Small Cap IS
Price$50.26
Change+$0.45 (+0.90%)
VolumeN/A
Net Assets3.25B
WCM Small Cap Growth Institutional
Price$12.16
Change+$0.19 (+1.59%)
VolumeN/A
Net Assets40.71M
FKAIX vs WCMLX Comparison Chart
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FKAIX vs. WCMLX commentary
Jun 17, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FKAIX has more cash in the bank: 3.25B vs. WCMLX (40.7M). FKAIX pays higher dividends than WCMLX: FKAIX (1.47) vs WCMLX (0.00). FKAIX was incepted earlier than WCMLX: FKAIX (9 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 : 1.35 vs. WCMLX (-3.31). WCMLX return over 5 years is better than : 20.79 vs. FKAIX (11.20).
| FKAIX | WCMLX | FKAIX / WCMLX | |
| Total Expense Ratio | 0.90 | 0.99 | 91% |
| Annual Report Gross Expense Ratio | 1.02 | 1.79 | 57% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 1.778 | -6.921 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.25B | 40.7M | 7,993% |
| Annual Yield % from dividends | 1.47 | 0.00 | - |
| Returns for 1 year | 1.35 | -3.31 | -41% |
| Returns for 3 years | 30.31 | 24.69 | 123% |
| Returns for 5 years | 11.20 | 20.79 | 54% |
| Returns for 10 years | N/A | N/A | - |
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