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HRSMX vs WCMLX
HRSMX vs WCMLX Comparison
Open Charts HRSMX vs WCMLX
Hood River Small-Cap Growth Instl
Price$64.49
Change+$1.54 (+2.45%)
VolumeN/A
Net Assets3.33B
WCM Small Cap Growth Institutional
Price$11.67
Change+$0.24 (+2.10%)
VolumeN/A
Net Assets40.69M
HRSMX vs WCMLX Comparison Chart
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HRSMX vs. WCMLX commentary
Apr 03, 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 HRSMX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HRSMX has more cash in the bank: 3.33B vs. WCMLX (40.7M). HRSMX (0.00) and WCMLX (0.00) have matching dividends . HRSMX was incepted earlier than WCMLX: HRSMX (22 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than HRSMX (1.07). HRSMX is a more actively managed with annual turnover of: 98.00 vs. WCMLX (48.00). HRSMX has a lower initial minimum investment than WCMLX: HRSMX (25000) vs WCMLX (100000). HRSMX annual gain was more profitable for investors over the last year : -0.41 vs. WCMLX (-11.40). HRSMX return over 5 years is better than : 108.03 vs. WCMLX (59.64).
| HRSMX | WCMLX | HRSMX / WCMLX | |
| Total Expense Ratio | 1.07 | 0.99 | 108% |
| Annual Report Gross Expense Ratio | 1.07 | 1.86 | 58% |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | -15.356 | -11.120 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.33B | 40.7M | 8,174% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.41 | -11.40 | 4% |
| Returns for 3 years | 9.31 | -7.82 | -119% |
| Returns for 5 years | 108.03 | 59.64 | 181% |
| Returns for 10 years | 88.25 | N/A | - |
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