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HBSGX vs WCMNX
HBSGX vs WCMNX Comparison
Open Charts HBSGX vs WCMNX
Hartford Small Cap Growth HLS IB
Price$21.51
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets528.1M
WCM Small Cap Growth Investor
Price$12.96
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets41.26M
HBSGX vs WCMNX Comparison Chart in %
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HBSGX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
HBSGX has more cash in the bank: 528M vs. WCMNX (41.3M). HBSGX pays higher dividends than WCMNX: HBSGX (2.67) vs WCMNX (0.00). HBSGX was incepted earlier than WCMNX: HBSGX (24 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than HBSGX (0.90). WCMNX is a more actively managed with annual turnover of: 83.00 vs. HBSGX (69.00). HBSGX has a lower initial minimum investment than WCMNX: HBSGX (0) vs WCMNX (1000). WCMNX annual gain was more profitable for investors over the last year : -2.36 vs. HBSGX (-20.13). WCMNX return over 5 years is better than : -2.21 vs. HBSGX (-32.28).
| HBSGX | WCMNX | HBSGX / WCMNX | |
| Total Expense Ratio | 0.90 | 1.24 | 73% |
| Annual Report Gross Expense Ratio | 0.90 | 2.04 | 44% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -18.360 | 1.261 | -1,456% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 528M | 41.3M | 1,278% |
| Annual Yield % from dividends | 2.67 | 0.00 | - |
| Returns for 1 year | -20.13 | -2.36 | 855% |
| Returns for 3 years | 3.93 | 20.09 | 20% |
| Returns for 5 years | -32.28 | -2.21 | 1,463% |
| Returns for 10 years | -11.09 | N/A | - |
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