Interact to see
Advertisement
Advertisement
IHSAX vs WCMLX
IHSAX vs WCMLX Comparison
Open Charts IHSAX vs WCMLX
Hartford Small Company A
Price$22.96
Change+$1.47 (+6.84%)
VolumeN/A
Net Assets651.64M
WCM Small Cap Growth Institutional
Price$14.64
Change+$0.83 (+6.01%)
VolumeN/A
Net Assets47.08M
IHSAX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IHSAX vs. WCMLX commentary
Feb 05, 2026
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 IHSAX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
IHSAX has more cash in the bank: 652M vs. WCMLX (47.1M). IHSAX (0.00) and WCMLX (0.00) have matching dividends . IHSAX was incepted earlier than WCMLX: IHSAX (30 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than IHSAX (1.30). WCMLX is a more actively managed with annual turnover of: 83.00 vs. IHSAX (71.00). IHSAX has a lower initial minimum investment than WCMLX: IHSAX (2000) vs WCMLX (100000). IHSAX annual gain was more profitable for investors over the last year : 9.59 vs. WCMLX (8.52). WCMLX return over 5 years is better than : -5.30 vs. IHSAX (-27.46).
| IHSAX | WCMLX | IHSAX / WCMLX | |
| Total Expense Ratio | 1.30 | 0.99 | 131% |
| Annual Report Gross Expense Ratio | 1.30 | 1.79 | 73% |
| Fund Existence | 30 years | 6 years | - |
| Gain YTD | 1.413 | 6.395 | 22% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 652M | 47.1M | 1,384% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.59 | 8.52 | 113% |
| Returns for 3 years | 34.98 | 19.51 | 179% |
| Returns for 5 years | -27.46 | -5.30 | 518% |
| Returns for 10 years | 66.86 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| KRE | 71.24 | 1.20 | +1.71% |
| State Street® SPDR® S&PRgnllBkgETF | |||
| EMIF | 29.09 | 0.48 | +1.68% |
| iShares Emerging Markets Infras ETF | |||
| RSPU | 76.59 | 1.22 | +1.62% |
| Invesco S&P 500® Equal Weight Utilts ETF | |||
| YLDE | 56.04 | 0.28 | +0.50% |
| Franklin ClearBridge Enhanced Inc ETF | |||
| CPRO | 27.30 | 0.04 | +0.16% |
| Calamos Russell 2000 Str Alt Prt ETF-Oct | |||