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HBSGX vs WCMLX
HBSGX vs WCMLX Comparison
Open Charts HBSGX vs WCMLX
Hartford Small Cap Growth HLS IB
Price$22.43
Change+$0.35 (+1.59%)
VolumeN/A
Net Assets547.5M
WCM Small Cap Growth Institutional
Price$14.04
Change+$0.25 (+1.81%)
VolumeN/A
Net Assets42.97M
HBSGX vs WCMLX Comparison Chart in %
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HBSGX vs. WCMLX commentary
Oct 21, 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 HBSGX is a StrongBuy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
HBSGX has more cash in the bank: 547M vs. WCMLX (43M). HBSGX pays higher dividends than WCMLX: HBSGX (2.76) vs WCMLX (0.00). HBSGX was incepted earlier than WCMLX: HBSGX (23 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than HBSGX (0.90). WCMLX is a more actively managed with annual turnover of: 83.00 vs. HBSGX (69.00). HBSGX has a lower initial minimum investment than WCMLX: HBSGX (0) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 3.77 vs. HBSGX (-17.19). WCMLX return over 5 years is better than : 17.59 vs. HBSGX (-21.72).
| HBSGX | WCMLX | HBSGX / WCMLX | |
| Total Expense Ratio | 0.90 | 0.99 | 91% |
| Annual Report Gross Expense Ratio | 0.90 | 1.79 | 50% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | -14.868 | 9.176 | -162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 547M | 43M | 1,272% |
| Annual Yield % from dividends | 2.76 | 0.00 | - |
| Returns for 1 year | -17.19 | 3.77 | -456% |
| Returns for 3 years | 14.96 | 39.70 | 38% |
| Returns for 5 years | -21.72 | 17.59 | -124% |
| Returns for 10 years | -5.62 | N/A | - |
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