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HSEIX vs WCMFX
HSEIX vs WCMFX Comparison
Open Charts HSEIX vs WCMFX
Hartford Small Cap Value I
Price$11.84
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets173.95M
WCM SMID Quality Val Fd Institutional
Price$11.45
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets60.2M
HSEIX vs WCMFX Comparison Chart in %
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HSEIX vs. WCMFX commentary
Aug 08, 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 HSEIX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HSEIX has more cash in the bank: 174M vs. WCMFX (60.2M). HSEIX pays higher dividends than WCMFX: HSEIX (1.72) vs WCMFX (0.00). HSEIX was incepted earlier than WCMFX: HSEIX (10 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than HSEIX (1.03). HSEIX is a more actively managed with annual turnover of: 46.00 vs. WCMFX (15.00). HSEIX has a lower initial minimum investment than WCMFX: HSEIX (2000) vs WCMFX (100000). HSEIX annual gain was more profitable for investors over the last year : 1.74 vs. WCMFX (-12.48). HSEIX return over 5 years is better than : 50.01 vs. WCMFX (25.96).
| HSEIX | WCMFX | HSEIX / WCMFX | |
| Total Expense Ratio | 1.01 | 0.90 | 112% |
| Annual Report Gross Expense Ratio | 1.03 | 1.45 | 71% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -6.850 | -4.007 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 60.2M | 289% |
| Annual Yield % from dividends | 1.72 | 0.00 | - |
| Returns for 1 year | 1.74 | -12.48 | -14% |
| Returns for 3 years | 7.66 | 6.98 | 110% |
| Returns for 5 years | 50.01 | 25.96 | 193% |
| Returns for 10 years | -0.53 | N/A | - |
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