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FKKSX vs WCMLX
FKKSX vs WCMLX Comparison
Open Charts FKKSX vs WCMLX
Federated Hermes Kaufmann Small Cap R
Price$40.31
Change-$2.70 (-6.28%)
VolumeN/A
Net Assets3.09B
WCM Small Cap Growth Institutional
Price$10.81
Change-$0.86 (-7.37%)
VolumeN/A
Net Assets41.58M
FKKSX vs WCMLX Comparison Chart
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FKKSX vs. WCMLX commentary
Apr 04, 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 FKKSX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FKKSX has more cash in the bank: 3.09B vs. WCMLX (41.6M). FKKSX pays higher dividends than WCMLX: FKKSX (1.20) vs WCMLX (0.00). FKKSX was incepted earlier than WCMLX: FKKSX (19 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than FKKSX (1.67). WCMLX is a more actively managed with annual turnover of: 48.00 vs. FKKSX (34.00). FKKSX has a lower initial minimum investment than WCMLX: FKKSX (0) vs WCMLX (100000). WCMLX (-9.95) and FKKSX (-10.34) have marching annual gain over last year. WCMLX return over 5 years is better than : 62.99 vs. FKKSX (28.16).
| FKKSX | WCMLX | FKKSX / WCMLX | |
| Total Expense Ratio | 1.36 | 0.99 | 137% |
| Annual Report Gross Expense Ratio | 1.67 | 1.86 | 90% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | -9.434 | -9.253 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.09B | 41.6M | 7,428% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | -10.34 | -9.95 | 104% |
| Returns for 3 years | -13.72 | -6.42 | 214% |
| Returns for 5 years | 28.16 | 62.99 | 45% |
| Returns for 10 years | 61.05 | N/A | - |
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