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FKALX vs WCMLX
FKALX vs WCMLX Comparison
Open Charts FKALX vs WCMLX
Federated Hermes Kaufmann Small Cap R6
Price$49.86
Change+$0.49 (+0.99%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.95
Change+$0.08 (+0.62%)
VolumeN/A
CapitalizationN/A
FKALX vs WCMLX Comparison Chart
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FKALX vs. WCMLX commentary
Dec 23, 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 FKALX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FKALX has more cash in the bank: 3.79B vs. WCMLX (40.5M). FKALX pays higher dividends than WCMLX: FKALX (0.27) vs WCMLX (0.00). FKALX was incepted earlier than WCMLX: FKALX (7 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. FKALX (31.00). FKALX has a lower initial minimum investment than WCMLX: FKALX (0) vs WCMLX (100000). FKALX annual gain was more profitable for investors over the last year : 8.05 vs. WCMLX (5.89). WCMLX return over 5 years is better than : 23.80 vs. FKALX (14.73).
| FKALX | WCMLX | FKALX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 5.613 | 5.028 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.79B | 40.5M | 9,356% |
| Annual Yield % from dividends | 0.27 | 0.00 | - |
| Returns for 1 year | 8.05 | 5.89 | 137% |
| Returns for 3 years | -15.33 | -5.06 | 303% |
| Returns for 5 years | 14.73 | 23.80 | 62% |
| Returns for 10 years | N/A | N/A | - |
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