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IHSFX vs WCMNX
IHSFX vs WCMNX Comparison
Open Charts IHSFX vs WCMNX
Hartford Small Company F
Price$19.60
Change+$0.14 (+0.72%)
VolumeN/A
Net Assets531.82M
WCM Small Cap Growth Investor
Price$10.67
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets38.8M
IHSFX vs WCMNX Comparison Chart
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IHSFX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
IHSFX has more cash in the bank: 532M vs. WCMNX (38.8M). IHSFX (0.00) and WCMNX (0.00) have matching dividends . IHSFX was incepted earlier than WCMNX: IHSFX (8 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than IHSFX (0.89). WCMNX is a more actively managed with annual turnover of: 48.00 vs. IHSFX (37.00). WCMNX has a lower initial minimum investment than IHSFX: WCMNX (1000) vs IHSFX (1000000). IHSFX annual gain was more profitable for investors over the last year : -3.66 vs. WCMNX (-12.50). WCMNX return over 5 years is better than : 21.77 vs. IHSFX (3.35).
| IHSFX | WCMNX | IHSFX / WCMNX | |
| Total Expense Ratio | 0.89 | 1.24 | 72% |
| Annual Report Gross Expense Ratio | 0.89 | 2.11 | 42% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -14.537 | -16.706 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -12.50 | 29% |
| Returns for 3 years | -7.73 | -8.72 | 89% |
| Returns for 5 years | 3.35 | 21.77 | 15% |
| Returns for 10 years | N/A | N/A | - |
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