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IHSUX vs WCMLX
IHSUX vs WCMLX Comparison
Open Charts IHSUX vs WCMLX
Hartford Small Company R5
Price$27.61
Change+$0.37 (+1.36%)
VolumeN/A
Net Assets592.57M
WCM Small Cap Growth Institutional
Price$12.31
Change+$0.13 (+1.07%)
VolumeN/A
Net Assets42.98M
IHSUX vs WCMLX Comparison Chart
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IHSUX vs. WCMLX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
IHSUX has more cash in the bank: 593M vs. WCMLX (43M). IHSUX (0.00) and WCMLX (0.00) have matching dividends . IHSUX was incepted earlier than WCMLX: IHSUX (18 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 : 3.53 vs. WCMLX (-1.22). WCMLX return over 5 years is better than : 13.83 vs. IHSUX (-1.52).
| IHSUX | WCMLX | IHSUX / WCMLX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.00 | 1.79 | 56% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -3.267 | -5.288 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593M | 43M | 1,379% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.53 | -1.22 | -291% |
| Returns for 3 years | 14.74 | 10.63 | 139% |
| Returns for 5 years | -1.52 | 13.83 | -11% |
| Returns for 10 years | 6.70 | N/A | - |
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