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IHSRX vs WCMLX
IHSRX vs WCMLX Comparison
Open Charts IHSRX vs WCMLX
Hartford Small Company R3
Price$25.86
Change-$0.09 (-0.35%)
VolumeN/A
Net Assets657.24M
WCM Small Cap Growth Institutional
Price$14.06
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets44.58M
IHSRX vs WCMLX Comparison Chart in %
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IHSRX vs. WCMLX commentary
Dec 27, 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 Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
IHSRX has more cash in the bank: 657M vs. WCMLX (44.6M). 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 : 11.56 vs. WCMLX (7.33). WCMLX return over 5 years is better than : -4.16 vs. IHSRX (-20.92).
| 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 | 14.223 | 9.331 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 657M | 44.6M | 1,473% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 11.56 | 7.33 | 158% |
| Returns for 3 years | 47.52 | 33.90 | 140% |
| Returns for 5 years | -20.92 | -4.16 | 503% |
| Returns for 10 years | 42.17 | N/A | - |
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