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HBSGX vs WCMLX
HBSGX vs WCMLX Comparison
Open Charts HBSGX vs WCMLX
Hartford Small Cap Growth HLS IB
Price$21.51
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets528.1M
WCM Small Cap Growth Institutional
Price$13.09
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets41.13M
HBSGX vs WCMLX Comparison Chart in %
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HBSGX vs. WCMLX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
HBSGX has more cash in the bank: 528M vs. WCMLX (41.1M). HBSGX pays higher dividends than WCMLX: HBSGX (2.67) vs WCMLX (0.00). HBSGX was incepted earlier than WCMLX: HBSGX (24 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 : -2.18 vs. HBSGX (-20.13). WCMLX return over 5 years is better than : -0.99 vs. HBSGX (-32.28).
| HBSGX | WCMLX | HBSGX / WCMLX | |
| Total Expense Ratio | 0.90 | 0.99 | 91% |
| Annual Report Gross Expense Ratio | 0.90 | 1.79 | 50% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -18.360 | 1.400 | -1,312% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 528M | 41.1M | 1,285% |
| Annual Yield % from dividends | 2.67 | 0.00 | - |
| Returns for 1 year | -20.13 | -2.18 | 925% |
| Returns for 3 years | 3.93 | 20.96 | 19% |
| Returns for 5 years | -32.28 | -0.99 | 3,270% |
| Returns for 10 years | -11.09 | N/A | - |