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IHSAX vs WCMLX
IHSAX vs WCMLX Comparison
Open Charts IHSAX vs WCMLX
Hartford Small Company A
Price$16.62
Change-$0.91 (-5.19%)
VolumeN/A
Net Assets516.18M
WCM Small Cap Growth Institutional
Price$10.31
Change-$0.50 (-4.63%)
VolumeN/A
Net Assets36.73M
IHSAX vs WCMLX Comparison Chart
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IHSAX vs. WCMLX commentary
Apr 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 IHSAX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
IHSAX has more cash in the bank: 516M vs. WCMLX (36.7M). IHSAX (0.00) and WCMLX (0.00) have matching dividends . IHSAX was incepted earlier than WCMLX: IHSAX (29 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than IHSAX (1.31). WCMLX is a more actively managed with annual turnover of: 48.00 vs. IHSAX (37.00). IHSAX has a lower initial minimum investment than WCMLX: IHSAX (2000) vs WCMLX (100000). IHSAX annual gain was more profitable for investors over the last year : -10.74 vs. WCMLX (-19.39). WCMLX return over 5 years is better than : 43.99 vs. IHSAX (13.84).
| IHSAX | WCMLX | IHSAX / WCMLX | |
| Total Expense Ratio | 1.31 | 0.99 | 132% |
| Annual Report Gross Expense Ratio | 1.31 | 1.86 | 70% |
| Fund Existence | 29 years | 5 years | - |
| Gain YTD | -17.437 | -19.829 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 516M | 36.7M | 1,406% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.74 | -19.39 | 55% |
| Returns for 3 years | -15.07 | -15.56 | 97% |
| Returns for 5 years | 13.84 | 43.99 | 31% |
| Returns for 10 years | -24.35 | N/A | - |
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