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IHSAX vs WCMNX
IHSAX vs WCMNX Comparison
Open Charts IHSAX vs WCMNX
Hartford Small Company A
Price$21.70
Change+$0.38 (+1.78%)
VolumeN/A
Net Assets621.05M
WCM Small Cap Growth Investor
Price$13.84
Change+$0.25 (+1.84%)
VolumeN/A
Net Assets42.97M
IHSAX vs WCMNX Comparison Chart in %
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IHSAX vs. WCMNX 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 IHSAX is a Buy and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
IHSAX has more cash in the bank: 621M vs. WCMNX (43M). IHSAX (0.00) and WCMNX (0.00) have matching dividends . IHSAX was incepted earlier than WCMNX: IHSAX (29 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than IHSAX (1.30). WCMNX is a more actively managed with annual turnover of: 83.00 vs. IHSAX (37.00). WCMNX has a lower initial minimum investment than IHSAX: WCMNX (1000) vs IHSAX (2000). IHSAX annual gain was more profitable for investors over the last year : 5.39 vs. WCMNX (3.52). WCMNX return over 5 years is better than : 16.11 vs. IHSAX (-16.95).
| IHSAX | WCMNX | IHSAX / WCMNX | |
| Total Expense Ratio | 1.30 | 1.24 | 105% |
| Annual Report Gross Expense Ratio | 1.30 | 2.04 | 64% |
| Fund Existence | 29 years | 6 years | - |
| Gain YTD | 7.799 | 9.062 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 621M | 43M | 1,444% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.39 | 3.52 | 153% |
| Returns for 3 years | 40.00 | 38.82 | 103% |
| Returns for 5 years | -16.95 | 16.11 | -105% |
| Returns for 10 years | 12.38 | N/A | - |
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