IHSRX
Price
$22.74
Change
-$1.02 (-4.29%)
Updated
Dec 18 closing price
WCMLX
Price
$12.88
Change
-$0.51 (-3.81%)
Updated
Dec 18 closing price
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IHSRX vs WCMLX

Header iconIHSRX vs WCMLX Comparison
Open Charts IHSRX vs WCMLXBanner chart's image
Hartford Small Company R3
Price$22.74
Change-$1.02 (-4.29%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.88
Change-$0.51 (-3.81%)
VolumeN/A
CapitalizationN/A
IHSRX vs WCMLX Comparison Chart
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IHSRX vs. WCMLX commentary
Dec 19, 2024

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: 676M vs. WCMLX (41.8M). 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 : 19.04 vs. WCMLX (5.06). WCMLX return over 5 years is better than : 23.14 vs. IHSRX (3.76).
IHSRXWCMLXIHSRX / WCMLX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence18 years5 years-
Gain YTD16.4714.461369%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets676M41.8M1,617%
Annual Yield % from dividends0.000.00-
Returns for 1 year19.045.06376%
Returns for 3 years-3.38-3.5296%
Returns for 5 years3.7623.1416%
Returns for 10 years5.60N/A-
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