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IHSUX vs WCMLX
IHSUX vs WCMLX Comparison
Open Charts IHSUX vs WCMLX
Hartford Small Company R5
Price$28.15
Change+$0.25 (+0.90%)
VolumeN/A
Net Assets597.13M
WCM Small Cap Growth Institutional
Price$12.92
Change+$0.22 (+1.73%)
VolumeN/A
Net Assets42.81M
IHSUX vs WCMLX Comparison Chart in %
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IHSUX vs. WCMLX commentary
Jul 18, 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: 597M vs. WCMLX (42.8M). 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 : -0.14 vs. WCMLX (-3.35). WCMLX return over 5 years is better than : 19.36 vs. IHSUX (-3.02).
| 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 | -0.923 | -1.244 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 597M | 42.8M | 1,395% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.14 | -3.35 | 4% |
| Returns for 3 years | 30.92 | 23.90 | 129% |
| Returns for 5 years | -3.02 | 19.36 | -16% |
| Returns for 10 years | 6.29 | N/A | - |
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