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IHSAX vs WCMLX
IHSAX vs WCMLX Comparison
Open Charts IHSAX vs WCMLX
Hartford Small Company A
Price$19.72
Change-$0.26 (-1.30%)
VolumeN/A
Net Assets594.88M
WCM Small Cap Growth Institutional
Price$12.95
Change-$0.06 (-0.46%)
VolumeN/A
Net Assets43.74M
IHSAX vs WCMLX Comparison Chart in %
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IHSAX vs. WCMLX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
IHSAX has more cash in the bank: 595M vs. WCMLX (43.7M). 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 : 8.23 vs. WCMLX (6.46). WCMLX return over 5 years is better than : 15.95 vs. IHSAX (-17.85).
| 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 | -0.745 | 1.166 | -64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 595M | 43.7M | 1,362% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.23 | 6.46 | 127% |
| Returns for 3 years | 15.49 | 12.74 | 122% |
| Returns for 5 years | -17.85 | 15.95 | -112% |
| Returns for 10 years | -8.73 | N/A | - |
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