Interact to see
Advertisement
Advertisement
IHSRX vs WCMLX
IHSRX vs WCMLX Comparison
Open Charts IHSRX vs WCMLX
Hartford Small Company R3
Price$22.57
Change+$0.27 (+1.21%)
VolumeN/A
Net Assets604.92M
WCM Small Cap Growth Institutional
Price$12.74
Change+$0.12 (+0.95%)
VolumeN/A
Net Assets42.98M
IHSRX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IHSRX vs. WCMLX commentary
Jul 06, 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: 605M vs. WCMLX (43M). 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 : 6.81 vs. WCMLX (2.91). WCMLX return over 5 years is better than : 21.91 vs. IHSRX (-6.00).
| 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 | -0.309 | -0.933 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 605M | 43M | 1,407% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.81 | 2.91 | 234% |
| Returns for 3 years | 31.07 | 26.01 | 119% |
| Returns for 5 years | -6.00 | 21.91 | -27% |
| Returns for 10 years | -4.04 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement