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FKALX vs WCMNX
FKALX vs WCMNX Comparison
Open Charts FKALX vs WCMNX
Federated Hermes Kaufmann Small Cap R6
Price$49.86
Change+$0.49 (+0.99%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$12.79
Change+$0.09 (+0.71%)
VolumeN/A
CapitalizationN/A
FKALX vs WCMNX Comparison Chart
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FKALX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FKALX has more cash in the bank: 3.79B vs. WCMNX (40.5M). FKALX pays higher dividends than WCMNX: FKALX (0.27) vs WCMNX (0.00). FKALX was incepted earlier than WCMNX: FKALX (7 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. FKALX (31.00). FKALX has a lower initial minimum investment than WCMNX: FKALX (0) vs WCMNX (1000). FKALX annual gain was more profitable for investors over the last year : 8.05 vs. WCMNX (5.62). WCMNX return over 5 years is better than : 22.28 vs. FKALX (14.73).
| FKALX | WCMNX | FKALX / WCMNX | |
| 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 | 4.836 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | 5.62 | 143% |
| Returns for 3 years | -15.33 | -5.75 | 267% |
| Returns for 5 years | 14.73 | 22.28 | 66% |
| Returns for 10 years | N/A | N/A | - |
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