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FKALX vs WCMLX
FKALX vs WCMLX Comparison
Open Charts FKALX vs WCMLX
Federated Hermes Kaufmann Small Cap R6
Price$41.23
Change-$2.77 (-6.30%)
VolumeN/A
Net Assets3.09B
WCM Small Cap Growth Institutional
Price$10.81
Change-$0.86 (-7.37%)
VolumeN/A
Net Assets41.58M
FKALX vs WCMLX Comparison Chart
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FKALX vs. WCMLX commentary
Apr 04, 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 FKALX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FKALX has more cash in the bank: 3.09B vs. WCMLX (41.6M). FKALX pays higher dividends than WCMLX: FKALX (1.68) vs WCMLX (0.00). FKALX was incepted earlier than WCMLX: FKALX (8 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than FKALX (0.92). WCMLX is a more actively managed with annual turnover of: 48.00 vs. FKALX (34.00). FKALX has a lower initial minimum investment than WCMLX: FKALX (0) vs WCMLX (100000). WCMLX (-9.95) and FKALX (-10.38) have marching annual gain over last year. WCMLX return over 5 years is better than : 62.99 vs. FKALX (31.40).
| FKALX | WCMLX | FKALX / WCMLX | |
| Total Expense Ratio | 0.89 | 0.99 | 90% |
| Annual Report Gross Expense Ratio | 0.92 | 1.86 | 49% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -9.316 | -9.253 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.09B | 41.6M | 7,428% |
| Annual Yield % from dividends | 1.68 | 0.00 | - |
| Returns for 1 year | -10.38 | -9.95 | 104% |
| Returns for 3 years | -13.52 | -6.42 | 211% |
| Returns for 5 years | 31.40 | 62.99 | 50% |
| Returns for 10 years | N/A | N/A | - |
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