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HBSGX vs WCMLX
HBSGX vs WCMLX Comparison
Open Charts HBSGX vs WCMLX
Hartford Small Cap Growth HLS IB
Price$21.46
Change+$0.11 (+0.52%)
VolumeN/A
Net Assets540.86M
WCM Small Cap Growth Institutional
Price$13.58
Change+$0.21 (+1.57%)
VolumeN/A
Net Assets44.58M
HBSGX vs WCMLX Comparison Chart in %
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HBSGX vs. WCMLX commentary
Sep 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 Buy and WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
HBSGX has more cash in the bank: 541M vs. WCMLX (44.6M). HBSGX pays higher dividends than WCMLX: HBSGX (2.83) 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 : 6.59 vs. HBSGX (-15.54). WCMLX return over 5 years is better than : 20.93 vs. HBSGX (-19.92).
| HBSGX | WCMLX | HBSGX / WCMLX | |
| Total Expense Ratio | 0.90 | 0.99 | 91% |
| Annual Report Gross Expense Ratio | 0.90 | 1.79 | 50% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | -18.967 | 5.599 | -339% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 541M | 44.6M | 1,213% |
| Annual Yield % from dividends | 2.83 | 0.00 | - |
| Returns for 1 year | -15.54 | 6.59 | -236% |
| Returns for 3 years | 6.66 | 28.23 | 24% |
| Returns for 5 years | -19.92 | 20.93 | -95% |
| Returns for 10 years | -13.15 | N/A | - |