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IHSFX vs WCMLX
IHSFX vs WCMLX Comparison
Open Charts IHSFX vs WCMLX
Hartford Small Company F
Price$20.81
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets564.61M
WCM Small Cap Growth Institutional
Price$11.74
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets42.61M
IHSFX vs WCMLX Comparison Chart
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IHSFX vs. WCMLX commentary
May 11, 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 IHSFX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
IHSFX has more cash in the bank: 565M vs. WCMLX (42.6M). IHSFX (0.00) and WCMLX (0.00) have matching dividends . IHSFX was incepted earlier than WCMLX: IHSFX (8 years) vs WCMLX (6 years). WCMLX (1.86) is less costly to investors than IHSFX (0.88). WCMLX is a more actively managed with annual turnover of: 83.00 vs. IHSFX (37.00). WCMLX has a lower initial minimum investment than IHSFX: WCMLX (100000) vs IHSFX (1000000). IHSFX annual gain was more profitable for investors over the last year : -1.28 vs. WCMLX (-6.50). WCMLX return over 5 years is better than : 22.66 vs. IHSFX (0.05).
| IHSFX | WCMLX | IHSFX / WCMLX | |
| Total Expense Ratio | 0.88 | 0.99 | 89% |
| Annual Report Gross Expense Ratio | 0.88 | 1.86 | 47% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -8.740 | -8.243 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 565M | 42.6M | 1,326% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.28 | -6.50 | 20% |
| Returns for 3 years | 18.14 | 15.57 | 116% |
| Returns for 5 years | 0.05 | 22.66 | 0% |
| Returns for 10 years | N/A | N/A | - |
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