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IHSRX vs WCMLX
IHSRX vs WCMLX Comparison
Open Charts IHSRX vs WCMLX
Hartford Small Company R3
Price$19.45
Change+$0.15 (+0.78%)
VolumeN/A
Net Assets531.82M
WCM Small Cap Growth Institutional
Price$10.81
Change+$0.10 (+0.93%)
VolumeN/A
Net Assets38.8M
IHSRX vs WCMLX Comparison Chart
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IHSRX vs. WCMLX commentary
Apr 18, 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: 532M vs. WCMLX (38.8M). IHSRX (0.00) and WCMLX (0.00) have matching dividends . IHSRX was incepted earlier than WCMLX: IHSRX (18 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than IHSRX (1.61). WCMLX is a more actively managed with annual turnover of: 48.00 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 : -3.97 vs. WCMLX (-12.36). WCMLX return over 5 years is better than : 23.25 vs. IHSRX (1.61).
| IHSRX | WCMLX | IHSRX / WCMLX | |
| Total Expense Ratio | 1.61 | 0.99 | 163% |
| Annual Report Gross Expense Ratio | 1.61 | 1.86 | 87% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | -13.560 | -16.719 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 532M | 38.8M | 1,371% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.97 | -12.36 | 32% |
| Returns for 3 years | -9.57 | -8.07 | 119% |
| Returns for 5 years | 1.61 | 23.25 | 7% |
| Returns for 10 years | -17.57 | N/A | - |
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