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FKAIX vs WCMNX
FKAIX vs WCMNX Comparison
Open Charts FKAIX vs WCMNX
Federated Hermes Kaufmann Small Cap IS
Price$52.23
Change-$0.11 (-0.21%)
VolumeN/A
Net Assets3.35B
WCM Small Cap Growth Investor
Price$12.67
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets43.57M
FKAIX vs WCMNX Comparison Chart in %
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FKAIX vs. WCMNX commentary
Jul 19, 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: 3.35B vs. WCMNX (43.6M). FKAIX pays higher dividends than WCMNX: FKAIX (1.42) vs WCMNX (0.00). FKAIX was incepted earlier than WCMNX: FKAIX (10 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than FKAIX (1.02). WCMNX is a more actively managed with annual turnover of: 83.00 vs. FKAIX (34.00). 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 : 3.41 vs. WCMNX (-1.92). WCMNX return over 5 years is better than : 19.96 vs. FKAIX (6.65).
| FKAIX | WCMNX | FKAIX / WCMNX | |
| Total Expense Ratio | 0.90 | 1.24 | 73% |
| Annual Report Gross Expense Ratio | 1.02 | 2.04 | 50% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 6.947 | 0.394 | 1,763% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 43.6M | 7,681% |
| Annual Yield % from dividends | 1.42 | 0.00 | - |
| Returns for 1 year | 3.41 | -1.92 | -177% |
| Returns for 3 years | 28.64 | 25.15 | 114% |
| Returns for 5 years | 6.65 | 19.96 | 33% |
| Returns for 10 years | N/A | N/A | - |
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