HBSGX
Price
$22.12
Change
+$0.10 (+0.45%)
Updated
Oct 3 closing price
Net Assets
553.57M
WCMLX
Price
$13.90
Change
-$0.02 (-0.14%)
Updated
Oct 3 closing price
Net Assets
44.16M
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HBSGX vs WCMLX

Header iconHBSGX vs WCMLX Comparison
Open Charts HBSGX vs WCMLXBanner chart's image
Hartford Small Cap Growth HLS IB
Price$22.12
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets553.57M
WCM Small Cap Growth Institutional
Price$13.90
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets44.16M
HBSGX vs WCMLX Comparison Chart in %
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HBSGX vs. WCMLX commentary
Oct 06, 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 HBSGX is a Hold and WCMLX is a Buy.

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FUNDAMENTALS
Fundamentals
HBSGX has more cash in the bank: 554M vs. WCMLX (44.2M). HBSGX pays higher dividends than WCMLX: HBSGX (2.76) vs WCMLX (0.00). HBSGX was incepted earlier than WCMLX: HBSGX (23 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than HBSGX (0.90). WCMLX is a more actively managed with annual turnover of: 83.00 vs. HBSGX (69.00). HBSGX has a lower initial minimum investment than WCMLX: HBSGX (0) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 6.19 vs. HBSGX (-15.29). WCMLX return over 5 years is better than : 21.82 vs. HBSGX (-19.01).
HBSGXWCMLXHBSGX / WCMLX
Total Expense Ratio0.900.9991%
Annual Report Gross Expense Ratio0.901.7950%
Fund Existence23 years6 years-
Gain YTD-16.0458.087-198%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets554M44.2M1,253%
Annual Yield % from dividends2.760.00-
Returns for 1 year-15.296.19-247%
Returns for 3 years9.5531.1331%
Returns for 5 years-19.0121.82-87%
Returns for 10 years-4.67N/A-
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