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IHSRX vs WCMNX
IHSRX vs WCMNX Comparison
Open Charts IHSRX vs WCMNX
Hartford Small Company R3
Price$25.86
Change-$0.09 (-0.35%)
VolumeN/A
Net Assets657.24M
WCM Small Cap Growth Investor
Price$13.84
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets44.58M
IHSRX vs WCMNX Comparison Chart in %
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IHSRX vs. WCMNX commentary
Dec 28, 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
IHSRX has more cash in the bank: 657M vs. WCMNX (44.6M). IHSRX (0.00) and WCMNX (0.00) have matching dividends . IHSRX was incepted earlier than WCMNX: IHSRX (19 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than IHSRX (1.60). WCMNX is a more actively managed with annual turnover of: 83.00 vs. IHSRX (37.00). IHSRX has a lower initial minimum investment than WCMNX: IHSRX (0) vs WCMNX (1000). IHSRX annual gain was more profitable for investors over the last year : 11.56 vs. WCMNX (7.04). WCMNX return over 5 years is better than : -5.40 vs. IHSRX (-20.92).
| IHSRX | WCMNX | IHSRX / WCMNX | |
| Total Expense Ratio | 1.60 | 1.24 | 129% |
| Annual Report Gross Expense Ratio | 1.60 | 2.04 | 78% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 14.223 | 9.062 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | 7.04 | 164% |
| Returns for 3 years | 47.52 | 32.95 | 144% |
| Returns for 5 years | -20.92 | -5.40 | 387% |
| Returns for 10 years | 42.17 | N/A | - |
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