HRSIX
Price
$85.42
Change
+$0.15 (+0.18%)
Updated
Sep 16 closing price
Net Assets
4.43B
WCMLX
Price
$13.84
Change
+$0.02 (+0.14%)
Updated
Sep 16 closing price
Net Assets
45.17M
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HRSIX vs WCMLX

Header iconHRSIX vs WCMLX Comparison
Open Charts HRSIX vs WCMLXBanner chart's image
Hood River Small-Cap Growth Retirement
Price$85.42
Change+$0.15 (+0.18%)
VolumeN/A
Net Assets4.43B
WCM Small Cap Growth Institutional
Price$13.84
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets45.17M
HRSIX vs WCMLX Comparison Chart in %
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HRSIX vs. WCMLX commentary
Sep 18, 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 Buy and WCMLX is a Hold.

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FUNDAMENTALS
Fundamentals
HRSIX has more cash in the bank: 4.43B vs. WCMLX (45.2M). HRSIX (0.00) and WCMLX (0.00) have matching dividends . HRSIX was incepted earlier than WCMLX: HRSIX (9 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than HRSIX (0.99). HRSIX is a more actively managed with annual turnover of: 98.00 vs. WCMLX (83.00). 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 : 18.38 vs. WCMLX (6.39). HRSIX return over 5 years is better than : 67.13 vs. WCMLX (22.41).
HRSIXWCMLXHRSIX / WCMLX
Total Expense Ratio0.990.99100%
Annual Report Gross Expense Ratio0.991.7955%
Fund Existence9 years6 years-
Gain YTD13.8607.465186%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.43B45.2M9,810%
Annual Yield % from dividends0.000.00-
Returns for 1 year18.386.39288%
Returns for 3 years66.7729.40227%
Returns for 5 years67.1322.41300%
Returns for 10 yearsN/AN/A-
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