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FKAIX vs WCMNX
FKAIX vs WCMNX Comparison
Open Charts FKAIX vs WCMNX
Federated Hermes Kaufmann Small Cap IS
Price$49.76
Change-$2.13 (-4.10%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$12.72
Change-$0.50 (-3.78%)
VolumeN/A
CapitalizationN/A
FKAIX vs WCMNX Comparison Chart
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FKAIX vs. WCMNX commentary
Dec 19, 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 Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FKAIX has more cash in the bank: 3.92B vs. WCMNX (41.8M). 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 (11.21) and WCMNX (10.72) have marching annual gain over last year. WCMNX return over 5 years is better than : 27.12 vs. FKAIX (18.92).
| 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 | 9.013 | 8.361 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.92B | 41.8M | 9,373% |
| Annual Yield % from dividends | 0.26 | 0.00 | - |
| Returns for 1 year | 11.21 | 10.72 | 105% |
| Returns for 3 years | -11.05 | -0.45 | 2,446% |
| Returns for 5 years | 18.92 | 27.12 | 70% |
| Returns for 10 years | N/A | N/A | - |
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