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IHSRX vs WCMNX
IHSRX vs WCMNX Comparison
Open Charts IHSRX vs WCMNX
Hartford Small Company R3
Price$21.85
Change-$0.32 (-1.44%)
VolumeN/A
Net Assets591.76M
WCM Small Cap Growth Investor
Price$11.80
Change-$0.22 (-1.83%)
VolumeN/A
Net Assets40.71M
IHSRX vs WCMNX Comparison Chart
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IHSRX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
IHSRX has more cash in the bank: 592M vs. WCMNX (40.7M). IHSRX (0.00) and WCMNX (0.00) have matching dividends . IHSRX was incepted earlier than WCMNX: IHSRX (18 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than IHSRX (1.60). WCMNX is a more actively managed with annual turnover of: 83.00 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 : 1.77 vs. WCMNX (-3.59). WCMNX return over 5 years is better than : 19.31 vs. IHSRX (-3.28).
| IHSRX | WCMNX | IHSRX / WCMNX | |
| Total Expense Ratio | 1.60 | 1.24 | 129% |
| Annual Report Gross Expense Ratio | 1.60 | 2.04 | 78% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -3.489 | -7.013 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -3.59 | -49% |
| Returns for 3 years | 27.85 | 23.69 | 118% |
| Returns for 5 years | -3.28 | 19.31 | -17% |
| Returns for 10 years | -9.19 | N/A | - |
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