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IHSFX vs WCMLX
IHSFX vs WCMLX Comparison
Open Charts IHSFX vs WCMLX
Hartford Small Company F
Price$19.60
Change+$0.14 (+0.72%)
VolumeN/A
Net Assets531.82M
WCM Small Cap Growth Institutional
Price$10.81
Change+$0.10 (+0.93%)
VolumeN/A
Net Assets38.8M
IHSFX vs WCMLX Comparison Chart
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IHSFX vs. WCMLX commentary
Apr 18, 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: 532M vs. WCMLX (38.8M). IHSFX (0.00) and WCMLX (0.00) have matching dividends . IHSFX was incepted earlier than WCMLX: IHSFX (8 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than IHSFX (0.89). WCMLX is a more actively managed with annual turnover of: 48.00 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 : -3.66 vs. WCMLX (-12.36). WCMLX return over 5 years is better than : 23.25 vs. IHSFX (3.35).
| IHSFX | WCMLX | IHSFX / WCMLX | |
| Total Expense Ratio | 0.89 | 0.99 | 90% |
| Annual Report Gross Expense Ratio | 0.89 | 1.86 | 48% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -14.537 | -16.719 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 532M | 38.8M | 1,371% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.66 | -12.36 | 30% |
| Returns for 3 years | -7.73 | -8.07 | 96% |
| Returns for 5 years | 3.35 | 23.25 | 14% |
| Returns for 10 years | N/A | N/A | - |
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