FKAIX
Price
$44.31
Change
+$1.14 (+2.64%)
Updated
Apr 24 closing price
Net Assets
2.92B
WCMNX
Price
$11.12
Change
+$0.26 (+2.39%)
Updated
Apr 24 closing price
Net Assets
39.35M
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FKAIX vs WCMNX

Header iconFKAIX vs WCMNX Comparison
Open Charts FKAIX vs WCMNXBanner chart's image
Federated Hermes Kaufmann Small Cap IS
Price$44.31
Change+$1.14 (+2.64%)
VolumeN/A
Net Assets2.92B
WCM Small Cap Growth Investor
Price$11.12
Change+$0.26 (+2.39%)
VolumeN/A
Net Assets39.35M
FKAIX vs WCMNX Comparison Chart
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FKAIX vs. WCMNX commentary
Apr 25, 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 WCMNX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FKAIX has more cash in the bank: 2.92B vs. WCMNX (39.3M). FKAIX pays higher dividends than WCMNX: FKAIX (1.65) vs WCMNX (0.00). FKAIX was incepted earlier than WCMNX: FKAIX (9 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than FKAIX (1.02). WCMNX is a more actively managed with annual turnover of: 48.00 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 : -8.74 vs. WCMNX (-11.06). WCMNX return over 5 years is better than : 23.83 vs. FKAIX (6.77).
FKAIXWCMNXFKAIX / WCMNX
Total Expense Ratio0.901.2473%
Annual Report Gross Expense Ratio1.022.1148%
Fund Existence9 years5 years-
Gain YTD-11.790-14.42182%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.92B39.3M7,430%
Annual Yield % from dividends1.650.00-
Returns for 1 year-8.74-11.0679%
Returns for 3 years-7.19-6.06119%
Returns for 5 years6.7723.8328%
Returns for 10 yearsN/AN/A-
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