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IHSRX vs WCMNX
IHSRX vs WCMNX Comparison
Open Charts IHSRX vs WCMNX
Hartford Small Company R3
Price$23.92
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets621.3M
WCM Small Cap Growth Investor
Price$13.59
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets43.09M
IHSRX vs WCMNX Comparison Chart in %
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IHSRX vs. WCMNX commentary
Oct 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 Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
IHSRX has more cash in the bank: 621M vs. WCMNX (43.1M). 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 : 3.10 vs. WCMNX (1.64). WCMNX return over 5 years is better than : 11.37 vs. IHSRX (-19.16).
| 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 | 5.698 | 7.329 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 621M | 43.1M | 1,441% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.10 | 1.64 | 189% |
| Returns for 3 years | 34.97 | 33.27 | 105% |
| Returns for 5 years | -19.16 | 11.37 | -169% |
| Returns for 10 years | 15.21 | N/A | - |
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