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HRSIX vs WCMLX
HRSIX vs WCMLX Comparison
Open Charts HRSIX vs WCMLX
Hood River Small-Cap Growth Retirement
Price$63.96
Change+$0.68 (+1.07%)
VolumeN/A
Net Assets3.34B
WCM Small Cap Growth Institutional
Price$11.43
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets40.78M
HRSIX vs WCMLX Comparison Chart
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HRSIX vs. WCMLX commentary
Mar 12, 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 HRSIX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HRSIX has more cash in the bank: 3.35B vs. WCMLX (40.8M). HRSIX (0.00) and WCMLX (0.00) have matching dividends . HRSIX was incepted earlier than WCMLX: HRSIX (8 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than HRSIX (0.99). HRSIX is a more actively managed with annual turnover of: 98.00 vs. WCMLX (48.00). HRSIX has a lower initial minimum investment than WCMLX: HRSIX (0) vs WCMLX (100000). HRSIX annual gain was more profitable for investors over the last year : 3.72 vs. WCMLX (-12.77). HRSIX return over 5 years is better than : 93.30 vs. WCMLX (50.93).
| HRSIX | WCMLX | HRSIX / WCMLX | |
| Total Expense Ratio | 0.99 | 0.99 | 100% |
| Annual Report Gross Expense Ratio | 0.99 | 1.86 | 53% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -12.498 | -11.275 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 40.8M | 8,199% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.72 | -12.77 | -29% |
| Returns for 3 years | 21.89 | -0.26 | -8,349% |
| Returns for 5 years | 93.30 | 50.93 | 183% |
| Returns for 10 years | N/A | N/A | - |
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