Interact to see
Advertisement
Advertisement
IHSRX vs WCMLX
IHSRX vs WCMLX Comparison
Open Charts IHSRX vs WCMLX
Hartford Small Company R3
Price$23.92
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets621.3M
WCM Small Cap Growth Institutional
Price$13.79
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets43.09M
IHSRX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IHSRX vs. WCMLX commentary
Oct 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 Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
IHSRX has more cash in the bank: 621M vs. WCMLX (43.1M). 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 : 3.10 vs. WCMLX (1.99). WCMLX return over 5 years is better than : 12.81 vs. IHSRX (-19.16).
| 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 | 5.698 | 7.543 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 621M | 43.1M | 1,441% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.10 | 1.99 | 156% |
| Returns for 3 years | 34.97 | 34.27 | 102% |
| Returns for 5 years | -19.16 | 12.81 | -150% |
| Returns for 10 years | 15.21 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement