IHSUX
Price
$30.09
Change
+$0.40 (+1.35%)
Updated
Oct 8 closing price
Net Assets
618.18M
WCMLX
Price
$13.95
Change
+$0.21 (+1.53%)
Updated
Oct 8 closing price
Net Assets
44.33M
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IHSUX vs WCMLX

Header iconIHSUX vs WCMLX Comparison
Open Charts IHSUX vs WCMLXBanner chart's image
Hartford Small Company R5
Price$30.09
Change+$0.40 (+1.35%)
VolumeN/A
Net Assets618.18M
WCM Small Cap Growth Institutional
Price$13.95
Change+$0.21 (+1.53%)
VolumeN/A
Net Assets44.33M
IHSUX vs WCMLX Comparison Chart in %
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IHSUX vs. WCMLX commentary
Oct 10, 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 Buy and WCMLX is a Hold.

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FUNDAMENTALS
Fundamentals
IHSUX has more cash in the bank: 618M vs. WCMLX (44.3M). 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 : 5.77 vs. WCMLX (4.73). WCMLX return over 5 years is better than : 12.53 vs. IHSUX (-12.06).
IHSUXWCMLXIHSUX / WCMLX
Total Expense Ratio1.000.99101%
Annual Report Gross Expense Ratio1.001.7956%
Fund Existence19 years6 years-
Gain YTD5.4336.84379%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets618M44.3M1,395%
Annual Yield % from dividends0.000.00-
Returns for 1 year5.774.73122%
Returns for 3 years38.8034.97111%
Returns for 5 years-12.0612.53-96%
Returns for 10 years30.74N/A-
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