Interact to see
Advertisement
Advertisement
IHSUX vs WCMLX
IHSUX vs WCMLX Comparison
Open Charts IHSUX vs WCMLX
Hartford Small Company R5
Price$27.65
Change-$0.36 (-1.29%)
VolumeN/A
Net Assets594.88M
WCM Small Cap Growth Institutional
Price$12.92
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets43.74M
IHSUX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IHSUX vs. WCMLX commentary
Aug 08, 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 IHSUX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
IHSUX has more cash in the bank: 595M vs. WCMLX (43.7M). IHSUX (0.00) and WCMLX (0.00) have matching dividends . IHSUX was incepted earlier than WCMLX: IHSUX (19 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than IHSUX (1.00). WCMLX is a more actively managed with annual turnover of: 83.00 vs. IHSUX (37.00). IHSUX has a lower initial minimum investment than WCMLX: IHSUX (0) vs WCMLX (100000). IHSUX annual gain was more profitable for investors over the last year : 8.57 vs. WCMLX (7.56). WCMLX return over 5 years is better than : 15.42 vs. IHSUX (-9.12).
| IHSUX | WCMLX | IHSUX / WCMLX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.00 | 1.79 | 56% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | -0.533 | 0.700 | -76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| 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 | 8.57 | 7.56 | 113% |
| Returns for 3 years | 16.47 | 11.25 | 146% |
| Returns for 5 years | -9.12 | 15.42 | -59% |
| Returns for 10 years | 10.80 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement