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IHSRX vs WCMNX
IHSRX vs WCMNX Comparison
Open Charts IHSRX vs WCMNX
Hartford Small Company R3
Price$20.61
Change+$0.30 (+1.48%)
VolumeN/A
Net Assets556.54M
WCM Small Cap Growth Investor
Price$11.64
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets42.14M
IHSRX vs WCMNX Comparison Chart
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IHSRX vs. WCMNX commentary
May 09, 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: 557M vs. WCMNX (42.1M). IHSRX (0.00) and WCMNX (0.00) have matching dividends . IHSRX was incepted earlier than WCMNX: IHSRX (18 years) vs WCMNX (6 years). WCMNX (2.11) 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 : -2.26 vs. WCMNX (-7.10). WCMNX return over 5 years is better than : 19.77 vs. IHSRX (-4.33).
| IHSRX | WCMNX | IHSRX / WCMNX | |
| Total Expense Ratio | 1.60 | 1.24 | 129% |
| Annual Report Gross Expense Ratio | 1.60 | 2.11 | 76% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -10.292 | -9.299 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 557M | 42.1M | 1,323% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.26 | -7.10 | 32% |
| Returns for 3 years | 14.23 | 14.99 | 95% |
| Returns for 5 years | -4.33 | 19.77 | -22% |
| Returns for 10 years | -12.91 | N/A | - |
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