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IHSVX vs WCMNX
IHSVX vs WCMNX Comparison
Open Charts IHSVX vs WCMNX
Hartford Small Company R6
Price$27.52
Change-$0.23 (-0.83%)
VolumeN/A
Net Assets587.47M
WCM Small Cap Growth Investor
Price$12.04
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets43.46M
IHSVX vs WCMNX Comparison Chart
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IHSVX vs. WCMNX commentary
May 15, 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 Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
IHSVX has more cash in the bank: 587M vs. WCMNX (43.5M). IHSVX (0.00) and WCMNX (0.00) have matching dividends . IHSVX was incepted earlier than WCMNX: IHSVX (11 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than IHSVX (0.89). WCMNX is a more actively managed with annual turnover of: 83.00 vs. IHSVX (37.00). IHSVX has a lower initial minimum investment than WCMNX: IHSVX (0) vs WCMNX (1000). IHSVX annual gain was more profitable for investors over the last year : 2.94 vs. WCMNX (-2.82). WCMNX return over 5 years is better than : 31.62 vs. IHSVX (14.59).
| IHSVX | WCMNX | IHSVX / WCMNX | |
| Total Expense Ratio | 0.89 | 1.24 | 72% |
| Annual Report Gross Expense Ratio | 0.89 | 2.04 | 44% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -5.375 | -4.886 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 587M | 43.5M | 1,349% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.94 | -2.82 | -104% |
| Returns for 3 years | 19.45 | 14.62 | 133% |
| Returns for 5 years | 14.59 | 31.62 | 46% |
| Returns for 10 years | 7.80 | N/A | - |
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