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FKAIX vs WCMNX
FKAIX vs WCMNX Comparison
Open Charts FKAIX vs WCMNX
Federated Hermes Kaufmann Small Cap IS
Price$48.70
Change-$1.52 (-3.03%)
VolumeN/A
Net Assets3.64B
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets41.51M
FKAIX vs WCMNX Comparison Chart
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FKAIX vs. WCMNX commentary
Feb 22, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FKAIX has more cash in the bank: 3.64B vs. WCMNX (41.5M). FKAIX pays higher dividends than WCMNX: FKAIX (0.26) vs WCMNX (0.00). FKAIX was incepted earlier than WCMNX: FKAIX (9 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. FKAIX (31.00). WCMNX has a lower initial minimum investment than FKAIX: WCMNX (1000) vs FKAIX (1000000). FKAIX annual gain was more profitable for investors over the last year : 4.60 vs. WCMNX (4.07). WCMNX return over 5 years is better than : 18.76 vs. FKAIX (7.11).
| FKAIX | WCMNX | FKAIX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 2.615 | 2.758 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.64B | 41.5M | 8,771% |
| Annual Yield % from dividends | 0.26 | 0.00 | - |
| Returns for 1 year | 4.60 | 4.07 | 113% |
| Returns for 3 years | 3.87 | 9.49 | 41% |
| Returns for 5 years | 7.11 | 18.76 | 38% |
| Returns for 10 years | N/A | N/A | - |
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