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IHSVX vs WCMLX
IHSVX vs WCMLX Comparison
Open Charts IHSVX vs WCMLX
Hartford Small Company R6
Price$24.14
Change-$1.32 (-5.18%)
VolumeN/A
Net Assets516.18M
WCM Small Cap Growth Institutional
Price$10.31
Change-$0.50 (-4.63%)
VolumeN/A
Net Assets36.73M
IHSVX vs WCMLX Comparison Chart
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IHSVX vs. WCMLX commentary
Apr 06, 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 IHSVX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
IHSVX has more cash in the bank: 516M vs. WCMLX (36.7M). IHSVX (0.00) and WCMLX (0.00) have matching dividends . IHSVX was incepted earlier than WCMLX: IHSVX (10 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than IHSVX (0.89). WCMLX is a more actively managed with annual turnover of: 48.00 vs. IHSVX (37.00). IHSVX has a lower initial minimum investment than WCMLX: IHSVX (0) vs WCMLX (100000). IHSVX annual gain was more profitable for investors over the last year : -10.39 vs. WCMLX (-19.39). WCMLX return over 5 years is better than : 43.99 vs. IHSVX (27.59).
| IHSVX | WCMLX | IHSVX / WCMLX | |
| Total Expense Ratio | 0.89 | 0.99 | 90% |
| Annual Report Gross Expense Ratio | 0.89 | 1.86 | 48% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | -17.357 | -19.829 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 516M | 36.7M | 1,406% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.39 | -19.39 | 54% |
| Returns for 3 years | -14.03 | -15.56 | 90% |
| Returns for 5 years | 27.59 | 43.99 | 63% |
| Returns for 10 years | -6.03 | N/A | - |
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