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HBSGX vs WCMNX
HBSGX vs WCMNX Comparison
Open Charts HBSGX vs WCMNX
Hartford Small Cap Growth HLS IB
Price$22.99
Change-$0.09 (-0.39%)
VolumeN/A
Net Assets559.45M
WCM Small Cap Growth Investor
Price$13.84
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets44.58M
HBSGX vs WCMNX Comparison Chart in %
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HBSGX vs. WCMNX commentary
Dec 28, 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
HBSGX has more cash in the bank: 559M vs. WCMNX (44.6M). HBSGX pays higher dividends than WCMNX: HBSGX (2.65) vs WCMNX (0.00). HBSGX was incepted earlier than WCMNX: HBSGX (24 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than HBSGX (0.90). WCMNX is a more actively managed with annual turnover of: 83.00 vs. HBSGX (69.00). HBSGX has a lower initial minimum investment than WCMNX: HBSGX (0) vs WCMNX (1000). WCMNX annual gain was more profitable for investors over the last year : 7.04 vs. HBSGX (-14.85). WCMNX return over 5 years is better than : -5.40 vs. HBSGX (-36.58).
| HBSGX | WCMNX | HBSGX / WCMNX | |
| Total Expense Ratio | 0.90 | 1.24 | 73% |
| Annual Report Gross Expense Ratio | 0.90 | 2.04 | 44% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -12.742 | 9.062 | -141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 559M | 44.6M | 1,253% |
| Annual Yield % from dividends | 2.65 | 0.00 | - |
| Returns for 1 year | -14.85 | 7.04 | -211% |
| Returns for 3 years | 17.19 | 32.95 | 52% |
| Returns for 5 years | -36.58 | -5.40 | 677% |
| Returns for 10 years | -4.82 | N/A | - |
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