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IHSAX vs WCMLX
IHSAX vs WCMLX Comparison
Open Charts IHSAX vs WCMLX
Hartford Small Company A
Price$19.46
Change-$0.28 (-1.42%)
VolumeN/A
Net Assets600.48M
WCM Small Cap Growth Institutional
Price$11.97
Change-$0.22 (-1.80%)
VolumeN/A
Net Assets41.48M
IHSAX vs WCMLX Comparison Chart
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IHSAX vs. WCMLX commentary
Jun 15, 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: 600M vs. WCMLX (41.5M). 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 : 3.62 vs. WCMLX (-1.53). WCMLX return over 5 years is better than : 23.01 vs. IHSAX (-3.89).
| 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 | -1.937 | -5.210 | 37% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 600M | 41.5M | 1,446% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.62 | -1.53 | -236% |
| Returns for 3 years | 30.90 | 26.98 | 115% |
| Returns for 5 years | -3.89 | 23.01 | -17% |
| Returns for 10 years | -11.91 | N/A | - |
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