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HBSGX vs WCMNX
HBSGX vs WCMNX Comparison
Open Charts HBSGX vs WCMNX
Hartford Small Cap Growth HLS IB
Price$21.65
Change-$0.84 (-3.73%)
VolumeN/A
Net Assets532.78M
WCM Small Cap Growth Investor
Price$13.05
Change-$0.44 (-3.26%)
VolumeN/A
Net Assets41.88M
HBSGX vs WCMNX Comparison Chart in %
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HBSGX vs. WCMNX commentary
Nov 14, 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 Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
HBSGX has more cash in the bank: 533M vs. WCMNX (41.9M). HBSGX pays higher dividends than WCMNX: HBSGX (2.67) 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 : -3.16 vs. HBSGX (-20.10). WCMNX return over 5 years is better than : 3.45 vs. HBSGX (-28.14).
| 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 | -14.640 | 6.304 | -232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 533M | 41.9M | 1,272% |
| Annual Yield % from dividends | 2.67 | 0.00 | - |
| Returns for 1 year | -20.10 | -3.16 | 636% |
| Returns for 3 years | 7.26 | 22.08 | 33% |
| Returns for 5 years | -28.14 | 3.45 | -815% |
| Returns for 10 years | -4.28 | N/A | - |
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