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FKAIX vs WCMLX
FKAIX vs WCMLX Comparison
Open Charts FKAIX vs WCMLX
Federated Hermes Kaufmann Small Cap IS
Price$53.43
Change-$0.22 (-0.41%)
VolumeN/A
Net Assets3.27B
WCM Small Cap Growth Institutional
Price$13.79
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets43.09M
FKAIX vs WCMLX Comparison Chart in %
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FKAIX vs. WCMLX commentary
Oct 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 FKAIX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
FKAIX has more cash in the bank: 3.27B vs. WCMLX (43.1M). FKAIX pays higher dividends than WCMLX: FKAIX (1.36) vs WCMLX (0.00). 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). FKAIX annual gain was more profitable for investors over the last year : 1.86 vs. WCMLX (1.70). WCMLX return over 5 years is better than : 12.48 vs. FKAIX (-0.42).
| 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 | 9.175 | 7.232 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.27B | 43.1M | 7,580% |
| Annual Yield % from dividends | 1.36 | 0.00 | - |
| Returns for 1 year | 1.86 | 1.70 | 110% |
| Returns for 3 years | 33.15 | 33.88 | 98% |
| Returns for 5 years | -0.42 | 12.48 | -3% |
| Returns for 10 years | N/A | N/A | - |
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