Interact to see
Advertisement
Advertisement
IHSRX vs WCMLX
IHSRX vs WCMLX Comparison
Open Charts IHSRX vs WCMLX
Hartford Small Company R3
Price$22.69
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets599.98M
WCM Small Cap Growth Institutional
Price$13.18
Change-$0.08 (-0.60%)
VolumeN/A
Net Assets44.09M
IHSRX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IHSRX vs. WCMLX commentary
Aug 17, 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 IHSRX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
IHSRX has more cash in the bank: 600M vs. WCMLX (44.1M). IHSRX (0.00) and WCMLX (0.00) have matching dividends . IHSRX was incepted earlier than WCMLX: IHSRX (19 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than IHSRX (1.60). WCMLX is a more actively managed with annual turnover of: 83.00 vs. IHSRX (37.00). IHSRX has a lower initial minimum investment than WCMLX: IHSRX (0) vs WCMLX (100000). IHSRX annual gain was more profitable for investors over the last year : 3.61 vs. WCMLX (3.13). WCMLX return over 5 years is better than : 17.47 vs. IHSRX (-15.08).
| IHSRX | WCMLX | IHSRX / WCMLX | |
| Total Expense Ratio | 1.60 | 0.99 | 162% |
| Annual Report Gross Expense Ratio | 1.60 | 1.79 | 89% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 0.221 | 2.488 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 600M | 44.1M | 1,361% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.61 | 3.13 | 115% |
| Returns for 3 years | 13.34 | 9.38 | 142% |
| Returns for 5 years | -15.08 | 17.47 | -86% |
| Returns for 10 years | -2.45 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement