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IHSUX vs WCMNX
IHSUX vs WCMNX Comparison
Open Charts IHSUX vs WCMNX
Hartford Small Company R5
Price$27.65
Change-$0.36 (-1.29%)
VolumeN/A
Net Assets594.88M
WCM Small Cap Growth Investor
Price$12.74
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets43.74M
IHSUX vs WCMNX Comparison Chart in %
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IHSUX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
IHSUX has more cash in the bank: 595M vs. WCMNX (43.7M). IHSUX (0.00) and WCMNX (0.00) have matching dividends . IHSUX was incepted earlier than WCMNX: IHSUX (19 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than IHSUX (1.00). WCMNX is a more actively managed with annual turnover of: 83.00 vs. IHSUX (37.00). IHSUX has a lower initial minimum investment than WCMNX: IHSUX (0) vs WCMNX (1000). IHSUX annual gain was more profitable for investors over the last year : 8.57 vs. WCMNX (7.23). WCMNX return over 5 years is better than : 13.83 vs. IHSUX (-9.12).
| IHSUX | WCMNX | IHSUX / WCMNX | |
| Total Expense Ratio | 1.00 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.00 | 2.04 | 49% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | -0.533 | 0.552 | -97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | 7.23 | 119% |
| Returns for 3 years | 16.47 | 10.48 | 157% |
| Returns for 5 years | -9.12 | 13.83 | -66% |
| Returns for 10 years | 10.80 | N/A | - |
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