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IHSRX vs WCMNX
IHSRX vs WCMNX Comparison
Open Charts IHSRX vs WCMNX
Hartford Small Company R3
Price$22.50
Change+$0.18 (+0.81%)
VolumeN/A
Net Assets594.73M
WCM Small Cap Growth Investor
Price$12.92
Change+$0.15 (+1.17%)
VolumeN/A
Net Assets43.68M
IHSRX vs WCMNX Comparison Chart in %
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IHSRX vs. WCMNX commentary
Jul 27, 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: 595M vs. WCMNX (43.7M). IHSRX (0.00) and WCMNX (0.00) have matching dividends . IHSRX was incepted earlier than WCMNX: IHSRX (19 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 : 0.22 vs. WCMNX (0.00). WCMNX return over 5 years is better than : 21.50 vs. IHSRX (-11.08).
| IHSRX | WCMNX | IHSRX / WCMNX | |
| Total Expense Ratio | 1.60 | 1.24 | 129% |
| Annual Report Gross Expense Ratio | 1.60 | 2.04 | 78% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | -1.413 | 0.630 | -224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 595M | 43.7M | 1,362% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.22 | 0.00 | - |
| Returns for 3 years | 23.59 | 21.16 | 111% |
| Returns for 5 years | -11.08 | 21.50 | -52% |
| Returns for 10 years | -6.18 | N/A | - |
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