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FKAIX vs WCMLX
FKAIX vs WCMLX Comparison
Open Charts FKAIX vs WCMLX
Federated Hermes Kaufmann Small Cap IS
Price$45.45
Change-$8.63 (-15.96%)
VolumeN/A
Net Assets3B
WCM Small Cap Growth Institutional
Price$14.64
Change+$0.83 (+6.01%)
VolumeN/A
Net Assets47.08M
FKAIX vs WCMLX Comparison Chart in %
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FKAIX vs. WCMLX commentary
Feb 04, 2026
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 FKAIX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
FKAIX has more cash in the bank: 3B vs. WCMLX (47.1M). FKAIX (0.00) and WCMLX (0.00) have matching dividends . FKAIX was incepted earlier than WCMLX: FKAIX (10 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than FKAIX (1.02). WCMLX is a more actively managed with annual turnover of: 83.00 vs. FKAIX (34.00). WCMLX has a lower initial minimum investment than FKAIX: WCMLX (100000) vs FKAIX (1000000). WCMLX annual gain was more profitable for investors over the last year : 8.52 vs. FKAIX (-10.53). WCMLX return over 5 years is better than : -5.30 vs. FKAIX (-34.95).
| FKAIX | WCMLX | FKAIX / WCMLX | |
| Total Expense Ratio | 0.90 | 0.99 | 91% |
| Annual Report Gross Expense Ratio | 1.02 | 1.79 | 57% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -0.786 | 6.395 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3B | 47.1M | 6,363% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.53 | 8.52 | -124% |
| Returns for 3 years | -0.11 | 19.51 | -1% |
| Returns for 5 years | -34.95 | -5.30 | 659% |
| Returns for 10 years | 146.52 | N/A | - |
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