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IHSUX vs WCMLX
IHSUX vs WCMLX Comparison
Open Charts IHSUX vs WCMLX
Hartford Small Company R5
Price$29.20
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets605.48M
WCM Small Cap Growth Institutional
Price$13.69
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets44.77M
IHSUX vs WCMLX Comparison Chart in %
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IHSUX vs. WCMLX commentary
Aug 30, 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 Buy.
FUNDAMENTALS
Fundamentals
IHSUX has more cash in the bank: 605M vs. WCMLX (44.8M). 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 : 5.05 vs. WCMLX (4.77). WCMLX return over 5 years is better than : 17.13 vs. IHSUX (-7.02).
| 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 | 3.409 | 5.832 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 605M | 44.8M | 1,350% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.05 | 4.77 | 106% |
| Returns for 3 years | 26.28 | 22.83 | 115% |
| Returns for 5 years | -7.02 | 17.13 | -41% |
| Returns for 10 years | 22.71 | N/A | - |
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