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IHSRX vs WCMNX
IHSRX vs WCMNX Comparison
Open Charts IHSRX vs WCMNX
Hartford Small Company R3
Price$23.59
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets618.62M
WCM Small Cap Growth Investor
Price$13.51
Change+$0.12 (+0.90%)
VolumeN/A
Net Assets44.98M
IHSRX vs WCMNX Comparison Chart in %
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IHSRX vs. WCMNX commentary
Sep 07, 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 Buy.
FUNDAMENTALS
Fundamentals
IHSRX has more cash in the bank: 619M vs. WCMNX (45M). 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 : 8.31 vs. WCMNX (7.31). WCMNX return over 5 years is better than : 20.52 vs. IHSRX (-9.89).
| 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 | 4.196 | 6.462 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 45M | 1,376% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.31 | 7.31 | 114% |
| Returns for 3 years | 31.42 | 28.54 | 110% |
| Returns for 5 years | -9.89 | 20.52 | -48% |
| Returns for 10 years | 6.69 | N/A | - |
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