Interact to see
Advertisement
Advertisement
IHSAX vs WCMLX
IHSAX vs WCMLX Comparison
Open Charts IHSAX vs WCMLX
Hartford Small Company A
Price$21.38
Change+$0.18 (+0.85%)
VolumeN/A
Net Assets611M
WCM Small Cap Growth Institutional
Price$13.15
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets41.26M
IHSAX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IHSAX vs. WCMLX commentary
Nov 20, 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: 611M vs. WCMLX (41.3M). IHSAX (0.00) and WCMLX (0.00) have matching dividends . IHSAX was incepted earlier than WCMLX: IHSAX (29 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than IHSAX (1.30). WCMLX is a more actively managed with annual turnover of: 83.00 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 : 1.73 vs. WCMLX (-3.04). WCMLX return over 5 years is better than : -0.83 vs. IHSAX (-25.48).
| IHSAX | WCMLX | IHSAX / WCMLX | |
| Total Expense Ratio | 1.30 | 0.99 | 131% |
| Annual Report Gross Expense Ratio | 1.30 | 1.79 | 73% |
| Fund Existence | 29 years | 6 years | - |
| Gain YTD | 5.315 | 1.788 | 297% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 611M | 41.3M | 1,479% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.73 | -3.04 | -57% |
| Returns for 3 years | 29.90 | 21.43 | 140% |
| Returns for 5 years | -25.48 | -0.83 | 3,058% |
| Returns for 10 years | 9.50 | N/A | - |