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IHSRX vs WCMNX
IHSRX vs WCMNX Comparison
Open Charts IHSRX vs WCMNX
Hartford Small Company R3
Price$19.45
Change+$0.15 (+0.78%)
VolumeN/A
Net Assets531.82M
WCM Small Cap Growth Investor
Price$10.67
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets38.8M
IHSRX vs WCMNX Comparison Chart
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IHSRX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
IHSRX has more cash in the bank: 532M vs. WCMNX (38.8M). IHSRX (0.00) and WCMNX (0.00) have matching dividends . IHSRX was incepted earlier than WCMNX: IHSRX (18 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than IHSRX (1.61). WCMNX is a more actively managed with annual turnover of: 48.00 vs. IHSRX (37.00). IHSRX has a lower initial minimum investment than WCMNX: IHSRX (0) vs WCMNX (1000). IHSRX annual gain was more profitable for investors over the last year : -4.41 vs. WCMNX (-12.50). WCMNX return over 5 years is better than : 21.77 vs. IHSRX (0.21).
| IHSRX | WCMNX | IHSRX / WCMNX | |
| Total Expense Ratio | 1.61 | 1.24 | 130% |
| Annual Report Gross Expense Ratio | 1.61 | 2.11 | 76% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | -14.753 | -16.706 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -4.41 | -12.50 | 35% |
| Returns for 3 years | -9.73 | -8.72 | 112% |
| Returns for 5 years | 0.21 | 21.77 | 1% |
| Returns for 10 years | -19.58 | N/A | - |
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