Interact to see
Advertisement
Advertisement
IHSRX vs WCMLX
IHSRX vs WCMLX Comparison
Open Charts IHSRX vs WCMLX
Hartford Small Company R3
Price$22.50
Change+$0.18 (+0.81%)
VolumeN/A
Net Assets594.73M
WCM Small Cap Growth Institutional
Price$13.10
Change+$0.15 (+1.16%)
VolumeN/A
Net Assets43.68M
IHSRX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IHSRX vs. WCMLX commentary
Jul 27, 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: 595M vs. WCMLX (43.7M). 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). WCMLX (0.23) and IHSRX (0.22) have marching annual gain over last year. WCMLX return over 5 years is better than : 22.98 vs. IHSRX (-11.08).
| 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 | -1.413 | 0.700 | -202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 595M | 43.7M | 1,362% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.22 | 0.23 | 97% |
| Returns for 3 years | 23.59 | 21.94 | 108% |
| Returns for 5 years | -11.08 | 22.98 | -48% |
| Returns for 10 years | -6.18 | N/A | - |