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IHSAX vs WCMLX
IHSAX vs WCMLX Comparison
Open Charts IHSAX vs WCMLX
Hartford Small Company A
Price$20.83
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets605.48M
WCM Small Cap Growth Institutional
Price$13.69
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets44.77M
IHSAX vs WCMLX Comparison Chart in %
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IHSAX vs. WCMLX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
IHSAX has more cash in the bank: 605M vs. WCMLX (44.8M). 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). WCMLX (4.77) and IHSAX (4.74) have marching annual gain over last year. WCMLX return over 5 years is better than : 17.13 vs. IHSAX (-15.94).
| 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 | 3.179 | 5.832 | 55% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 605M | 44.8M | 1,350% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.74 | 4.77 | 99% |
| Returns for 3 years | 25.20 | 22.83 | 110% |
| Returns for 5 years | -15.94 | 17.13 | -93% |
| Returns for 10 years | 1.07 | N/A | - |