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HRSMX vs WCMNX
HRSMX vs WCMNX Comparison
Open Charts HRSMX vs WCMNX
Hood River Small-Cap Growth Instl
Price$56.02
Change-$3.49 (-5.86%)
VolumeN/A
Net Assets3.14B
WCM Small Cap Growth Investor
Price$10.17
Change-$0.49 (-4.60%)
VolumeN/A
Net Assets38.5M
HRSMX vs WCMNX Comparison Chart
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HRSMX vs. WCMNX commentary
Apr 05, 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 Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HRSMX has more cash in the bank: 3.14B vs. WCMNX (38.5M). HRSMX (0.00) and WCMNX (0.00) have matching dividends . HRSMX was incepted earlier than WCMNX: HRSMX (22 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than HRSMX (1.07). HRSMX is a more actively managed with annual turnover of: 98.00 vs. WCMNX (48.00). WCMNX has a lower initial minimum investment than HRSMX: WCMNX (1000) vs HRSMX (25000). HRSMX annual gain was more profitable for investors over the last year : 0.70 vs. WCMNX (-10.22). HRSMX return over 5 years is better than : 113.12 vs. WCMNX (60.98).
| HRSMX | WCMNX | HRSMX / WCMNX | |
| Total Expense Ratio | 1.07 | 1.24 | 86% |
| Annual Report Gross Expense Ratio | 1.07 | 2.11 | 51% |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | -13.285 | -9.299 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 1000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.14B | 38.5M | 8,164% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.70 | -10.22 | -7% |
| Returns for 3 years | 11.98 | -7.10 | -169% |
| Returns for 5 years | 113.12 | 60.98 | 186% |
| Returns for 10 years | 92.80 | N/A | - |
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