FKAIX
Price
$44.38
Change
+$1.01 (+2.33%)
Updated
Apr 2 closing price
Net Assets
3.03B
WCMNX
Price
$11.51
Change
+$0.24 (+2.13%)
Updated
Apr 2 closing price
Net Assets
40.69M
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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$44.38
Change+$1.01 (+2.33%)
VolumeN/A
Net Assets3.03B
WCM Small Cap Growth Investor
Price$11.51
Change+$0.24 (+2.13%)
VolumeN/A
Net Assets40.69M
FKAIX vs WCMNX Comparison Chart
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FKAIX vs. WCMNX commentary
Apr 03, 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.

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FUNDAMENTALS
Fundamentals
FKAIX has more cash in the bank: 3.03B vs. WCMNX (40.7M). 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 : -9.81 vs. WCMNX (-11.68). WCMNX return over 5 years is better than : 57.62 vs. FKAIX (31.45).
FKAIXWCMNXFKAIX / WCMNX
Total Expense Ratio0.901.2473%
Annual Report Gross Expense Ratio1.022.1148%
Fund Existence9 years5 years-
Gain YTD-9.318-11.19083%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.03B40.7M7,455%
Annual Yield % from dividends1.650.00-
Returns for 1 year-9.81-11.6884%
Returns for 3 years-12.45-8.52146%
Returns for 5 years31.4557.6255%
Returns for 10 yearsN/AN/A-
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