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FKASX vs WCMLX
FKASX vs WCMLX Comparison
Open Charts FKASX vs WCMLX
Federated Hermes Kaufmann Small Cap A
Price$37.89
Change-$2.15 (-5.37%)
VolumeN/A
Net Assets2.89B
WCM Small Cap Growth Institutional
Price$10.31
Change-$0.50 (-4.63%)
VolumeN/A
Net Assets38.5M
FKASX vs WCMLX Comparison Chart
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FKASX vs. WCMLX commentary
Apr 05, 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 FKASX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FKASX has more cash in the bank: 2.89B vs. WCMLX (38.5M). FKASX pays higher dividends than WCMLX: FKASX (1.18) vs WCMLX (0.00). FKASX was incepted earlier than WCMLX: FKASX (22 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than FKASX (1.50). WCMLX is a more actively managed with annual turnover of: 48.00 vs. FKASX (34.00). FKASX has a lower initial minimum investment than WCMLX: FKASX (1500) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : -9.95 vs. FKASX (-10.94). WCMLX return over 5 years is better than : 62.99 vs. FKASX (27.91).
| FKASX | WCMLX | FKASX / WCMLX | |
| Total Expense Ratio | 1.36 | 0.99 | 137% |
| Annual Report Gross Expense Ratio | 1.50 | 1.86 | 81% |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | -9.434 | -9.253 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.89B | 38.5M | 7,512% |
| Annual Yield % from dividends | 1.18 | 0.00 | - |
| Returns for 1 year | -10.94 | -9.95 | 110% |
| Returns for 3 years | -14.86 | -6.42 | 232% |
| Returns for 5 years | 27.91 | 62.99 | 44% |
| Returns for 10 years | 59.71 | N/A | - |
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