Interact to see
Advertisement
Advertisement
HBSGX vs WCMNX
HBSGX vs WCMNX Comparison
Open Charts HBSGX vs WCMNX
Hartford Small Cap Growth HLS IB
Price$22.12
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets553.57M
WCM Small Cap Growth Investor
Price$13.69
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets44.16M
HBSGX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBSGX vs. WCMNX 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 WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
HBSGX has more cash in the bank: 554M vs. WCMNX (44.2M). HBSGX pays higher dividends than WCMNX: HBSGX (2.76) vs WCMNX (0.00). HBSGX was incepted earlier than WCMNX: HBSGX (23 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 : 5.96 vs. HBSGX (-15.29). WCMNX return over 5 years is better than : 20.19 vs. HBSGX (-19.01).
| HBSGX | WCMNX | HBSGX / WCMNX | |
| Total Expense Ratio | 0.90 | 1.24 | 73% |
| Annual Report Gross Expense Ratio | 0.90 | 2.04 | 44% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | -16.045 | 7.880 | -204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 554M | 44.2M | 1,253% |
| Annual Yield % from dividends | 2.76 | 0.00 | - |
| Returns for 1 year | -15.29 | 5.96 | -257% |
| Returns for 3 years | 9.55 | 30.13 | 32% |
| Returns for 5 years | -19.01 | 20.19 | -94% |
| Returns for 10 years | -4.67 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement