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IHSAX vs WCMLX
IHSAX vs WCMLX Comparison
Open Charts IHSAX vs WCMLX
Hartford Small Company A
Price$21.34
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets623.36M
WCM Small Cap Growth Institutional
Price$13.90
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets44.16M
IHSAX vs WCMLX Comparison Chart in %
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IHSAX vs. WCMLX commentary
Oct 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 Buy.
FUNDAMENTALS
Fundamentals
IHSAX has more cash in the bank: 623M vs. WCMLX (44.2M). 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 : 7.07 vs. WCMLX (6.19). WCMLX return over 5 years is better than : 21.82 vs. IHSAX (-14.26).
| 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 | 6.011 | 8.087 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 623M | 44.2M | 1,410% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.07 | 6.19 | 114% |
| Returns for 3 years | 33.29 | 31.13 | 107% |
| Returns for 5 years | -14.26 | 21.82 | -65% |
| Returns for 10 years | 10.68 | N/A | - |