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IHSRX vs WCMLX
IHSRX vs WCMLX Comparison
Open Charts IHSRX vs WCMLX
Hartford Small Company R3
Price$21.85
Change-$0.32 (-1.44%)
VolumeN/A
Net Assets591.76M
WCM Small Cap Growth Institutional
Price$11.97
Change-$0.22 (-1.80%)
VolumeN/A
Net Assets40.71M
IHSRX vs WCMLX Comparison Chart
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IHSRX vs. WCMLX commentary
Jun 15, 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: 592M vs. WCMLX (40.7M). IHSRX (0.00) and WCMLX (0.00) have matching dividends . IHSRX was incepted earlier than WCMLX: IHSRX (18 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 : 1.77 vs. WCMLX (-3.31). WCMLX return over 5 years is better than : 20.79 vs. IHSRX (-3.28).
| IHSRX | WCMLX | IHSRX / WCMLX | |
| Total Expense Ratio | 1.60 | 0.99 | 162% |
| Annual Report Gross Expense Ratio | 1.60 | 1.79 | 89% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -3.489 | -6.921 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 592M | 40.7M | 1,455% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.77 | -3.31 | -53% |
| Returns for 3 years | 27.85 | 24.69 | 113% |
| Returns for 5 years | -3.28 | 20.79 | -16% |
| Returns for 10 years | -9.19 | N/A | - |
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