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IHSRX vs WCMLX
IHSRX vs WCMLX Comparison
Open Charts IHSRX vs WCMLX
Hartford Small Company R3
Price$22.20
Change+$0.19 (+0.86%)
VolumeN/A
Net Assets628.08M
WCM Small Cap Growth Institutional
Price$12.54
Change+$0.16 (+1.29%)
VolumeN/A
Net Assets40.12M
IHSRX vs WCMLX Comparison Chart
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IHSRX vs. WCMLX commentary
Mar 02, 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
IHSRX has more cash in the bank: 628M vs. WCMLX (40.1M). IHSRX (0.00) and WCMLX (0.00) have matching dividends . IHSRX was incepted earlier than WCMLX: IHSRX (18 years) vs WCMLX (5 years). IHSRX (48.00) and WCMLX (48.00) have comparable annual turnover. 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 : 4.07 vs. WCMLX (-3.69). WCMLX return over 5 years is better than : 28.22 vs. IHSRX (3.53).
| IHSRX | WCMLX | IHSRX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | -2.783 | -2.488 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 628M | 40.1M | 1,566% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.07 | -3.69 | -110% |
| Returns for 3 years | -0.50 | 4.24 | -12% |
| Returns for 5 years | 3.53 | 28.22 | 13% |
| Returns for 10 years | -6.62 | N/A | - |
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