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FKCSX vs WCMNX
FKCSX vs WCMNX Comparison
Open Charts FKCSX vs WCMNX
Federated Hermes Kaufmann Small Cap C
Price$32.34
Change+$0.24 (+0.75%)
VolumeN/A
Net Assets2.84B
WCM Small Cap Growth Investor
Price$10.67
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets38.8M
FKCSX vs WCMNX Comparison Chart
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FKCSX vs. WCMNX commentary
Apr 18, 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 FKCSX is a Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FKCSX has more cash in the bank: 2.84B vs. WCMNX (38.8M). FKCSX pays higher dividends than WCMNX: FKCSX (0.86) vs WCMNX (0.00). FKCSX was incepted earlier than WCMNX: FKCSX (22 years) vs WCMNX (5 years). WCMNX (2.11) and FKCSX (2.02) have similar cost to investors . WCMNX is a more actively managed with annual turnover of: 48.00 vs. FKCSX (34.00). WCMNX has a lower initial minimum investment than FKCSX: WCMNX (1000) vs FKCSX (1500). FKCSX (-12.15) and WCMNX (-12.50) have marching annual gain over last year. WCMNX return over 5 years is better than : 21.77 vs. FKCSX (-1.70).
| FKCSX | WCMNX | FKCSX / WCMNX | |
| Total Expense Ratio | 2.02 | 1.24 | 163% |
| Annual Report Gross Expense Ratio | 2.02 | 2.11 | 96% |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | -13.517 | -16.706 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 1000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.84B | 38.8M | 7,320% |
| Annual Yield % from dividends | 0.86 | 0.00 | - |
| Returns for 1 year | -12.15 | -12.50 | 97% |
| Returns for 3 years | -16.08 | -8.72 | 184% |
| Returns for 5 years | -1.70 | 21.77 | -8% |
| Returns for 10 years | 33.16 | N/A | - |
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