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IHSAX vs WCMNX
IHSAX vs WCMNX Comparison
Open Charts IHSAX vs WCMNX
Hartford Small Company A
Price$19.46
Change-$0.28 (-1.42%)
VolumeN/A
Net Assets600.48M
WCM Small Cap Growth Investor
Price$11.80
Change-$0.22 (-1.83%)
VolumeN/A
Net Assets41.48M
IHSAX vs WCMNX Comparison Chart
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IHSAX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
IHSAX has more cash in the bank: 600M vs. WCMNX (41.5M). IHSAX (0.00) and WCMNX (0.00) have matching dividends . IHSAX was incepted earlier than WCMNX: IHSAX (29 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than IHSAX (1.30). WCMNX is a more actively managed with annual turnover of: 83.00 vs. IHSAX (37.00). WCMNX has a lower initial minimum investment than IHSAX: WCMNX (1000) vs IHSAX (2000). IHSAX annual gain was more profitable for investors over the last year : 3.62 vs. WCMNX (-1.80). WCMNX return over 5 years is better than : 21.54 vs. IHSAX (-3.89).
| IHSAX | WCMNX | IHSAX / WCMNX | |
| Total Expense Ratio | 1.30 | 1.24 | 105% |
| Annual Report Gross Expense Ratio | 1.30 | 2.04 | 64% |
| Fund Existence | 29 years | 6 years | - |
| Gain YTD | -1.937 | -5.280 | 37% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | -1.80 | -202% |
| Returns for 3 years | 30.90 | 26.00 | 119% |
| Returns for 5 years | -3.89 | 21.54 | -18% |
| Returns for 10 years | -11.91 | N/A | - |
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