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FKASX vs WCMNX
FKASX vs WCMNX Comparison
Open Charts FKASX vs WCMNX
Federated Hermes Kaufmann Small Cap A
Price$37.89
Change-$2.15 (-5.37%)
VolumeN/A
Net Assets2.89B
WCM Small Cap Growth Investor
Price$10.17
Change-$0.49 (-4.60%)
VolumeN/A
Net Assets38.5M
FKASX vs WCMNX Comparison Chart
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FKASX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FKASX has more cash in the bank: 2.89B vs. WCMNX (38.5M). FKASX pays higher dividends than WCMNX: FKASX (1.18) vs WCMNX (0.00). FKASX was incepted earlier than WCMNX: FKASX (22 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than FKASX (1.50). WCMNX is a more actively managed with annual turnover of: 48.00 vs. FKASX (34.00). WCMNX has a lower initial minimum investment than FKASX: WCMNX (1000) vs FKASX (1500). WCMNX annual gain was more profitable for investors over the last year : -10.22 vs. FKASX (-10.94). WCMNX return over 5 years is better than : 60.98 vs. FKASX (27.91).
| FKASX | WCMNX | FKASX / WCMNX | |
| Total Expense Ratio | 1.36 | 1.24 | 110% |
| Annual Report Gross Expense Ratio | 1.50 | 2.11 | 71% |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | -9.434 | -9.299 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 1000 | 150% |
| 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 | -10.22 | 107% |
| Returns for 3 years | -14.86 | -7.10 | 209% |
| Returns for 5 years | 27.91 | 60.98 | 46% |
| Returns for 10 years | 59.71 | N/A | - |
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