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FKAIX vs WCMNX
FKAIX vs WCMNX Comparison
Open Charts FKAIX vs WCMNX
Federated Hermes Kaufmann Small Cap IS
Price$52.66
Change-$0.16 (-0.30%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$13.09
Change-$0.09 (-0.68%)
VolumeN/A
CapitalizationN/A
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FKAIX vs WCMNX Comparison Chart
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FKAIX vs. WCMNX commentary
Sep 21, 2024
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 StrongBuy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FKAIX has more cash in the bank: 4.05B 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 : 22.44 vs. WCMNX (19.11).
| 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 | 10.630 | 7.295 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.05B | 41.5M | 9,769% |
| Annual Yield % from dividends | 0.26 | 0.00 | - |
| Returns for 1 year | 22.44 | 19.11 | 117% |
| Returns for 3 years | -25.81 | -14.56 | 177% |
| Returns for 5 years | 27.02 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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