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IHSSX vs WCMLX
IHSSX vs WCMLX Comparison
Open Charts IHSSX vs WCMLX
Hartford Small Company R4
Price$25.39
Change+$0.30 (+1.20%)
VolumeN/A
Net Assets597.76M
WCM Small Cap Growth Institutional
Price$12.74
Change+$0.12 (+0.95%)
VolumeN/A
Net Assets42.55M
IHSSX vs WCMLX Comparison Chart in %
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IHSSX vs. WCMLX commentary
Jul 04, 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 IHSSX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
IHSSX has more cash in the bank: 598M vs. WCMLX (42.6M). IHSSX (0.00) and WCMLX (0.00) have matching dividends . IHSSX was incepted earlier than WCMLX: IHSSX (19 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than IHSSX (1.29). WCMLX is a more actively managed with annual turnover of: 83.00 vs. IHSSX (37.00). IHSSX has a lower initial minimum investment than WCMLX: IHSSX (0) vs WCMLX (100000). IHSSX annual gain was more profitable for investors over the last year : 5.86 vs. WCMLX (1.94). WCMLX return over 5 years is better than : 20.77 vs. IHSSX (-3.05).
| IHSSX | WCMLX | IHSSX / WCMLX | |
| Total Expense Ratio | 1.29 | 0.99 | 130% |
| Annual Report Gross Expense Ratio | 1.29 | 1.79 | 72% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | -1.337 | -1.866 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 42.6M | 1,404% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.86 | 1.94 | 303% |
| Returns for 3 years | 30.75 | 24.83 | 124% |
| Returns for 5 years | -3.05 | 20.77 | -15% |
| Returns for 10 years | 2.66 | N/A | - |
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