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IHSAX vs WCMLX
IHSAX vs WCMLX Comparison
Open Charts IHSAX vs WCMLX
Hartford Small Company A
Price$18.37
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets565.27M
WCM Small Cap Growth Institutional
Price$11.74
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets41.98M
IHSAX vs WCMLX Comparison Chart
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IHSAX vs. WCMLX commentary
May 11, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
IHSAX has more cash in the bank: 565M vs. WCMLX (42M). IHSAX (0.00) and WCMLX (0.00) have matching dividends . IHSAX was incepted earlier than WCMLX: IHSAX (29 years) vs WCMLX (6 years). WCMLX (1.86) 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 : -1.55 vs. WCMLX (-6.97). WCMLX return over 5 years is better than : 22.04 vs. IHSAX (-4.82).
| IHSAX | WCMLX | IHSAX / WCMLX | |
| Total Expense Ratio | 1.30 | 0.99 | 131% |
| Annual Report Gross Expense Ratio | 1.30 | 1.86 | 70% |
| Fund Existence | 29 years | 6 years | - |
| Gain YTD | -8.743 | -8.709 | 100% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 565M | 42M | 1,345% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.55 | -6.97 | 22% |
| Returns for 3 years | 16.86 | 14.99 | 112% |
| Returns for 5 years | -4.82 | 22.04 | -22% |
| Returns for 10 years | -15.19 | N/A | - |
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