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IHSRX vs WCMLX
IHSRX vs WCMLX Comparison
Open Charts IHSRX vs WCMLX
Hartford Small Company R3
Price$23.91
Change-$0.73 (-2.96%)
VolumeN/A
Net Assets615.06M
WCM Small Cap Growth Institutional
Price$13.25
Change-$0.44 (-3.21%)
VolumeN/A
Net Assets41.88M
IHSRX vs WCMLX Comparison Chart in %
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IHSRX vs. WCMLX 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 IHSRX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
IHSRX has more cash in the bank: 615M vs. WCMLX (41.9M). IHSRX (0.00) and WCMLX (0.00) have matching dividends . IHSRX was incepted earlier than WCMLX: IHSRX (19 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than IHSRX (1.60). WCMLX is a more actively managed with annual turnover of: 83.00 vs. IHSRX (37.00). IHSRX has a lower initial minimum investment than WCMLX: IHSRX (0) vs WCMLX (100000). IHSRX annual gain was more profitable for investors over the last year : -0.08 vs. WCMLX (-2.98). WCMLX return over 5 years is better than : 4.74 vs. IHSRX (-21.68).
| IHSRX | WCMLX | IHSRX / WCMLX | |
| Total Expense Ratio | 1.60 | 0.99 | 162% |
| Annual Report Gross Expense Ratio | 1.60 | 1.79 | 89% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 5.610 | 6.454 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 615M | 41.9M | 1,468% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.08 | -2.98 | 3% |
| Returns for 3 years | 29.73 | 22.89 | 130% |
| Returns for 5 years | -21.68 | 4.74 | -457% |
| Returns for 10 years | 16.35 | N/A | - |
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