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HSEIX vs WCMFX
HSEIX vs WCMFX Comparison
Open Charts HSEIX vs WCMFX
Hartford Small Cap Value I
Price$11.73
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets178.01M
WCM SMID Quality Val Fd Institutional
Price$3.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.92M
HSEIX vs WCMFX Comparison Chart in %
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HSEIX vs. WCMFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
HSEIX has more cash in the bank: 178M vs. WCMFX (5.92M). HSEIX pays higher dividends than WCMFX: HSEIX (1.67) vs WCMFX (0.00). HSEIX was incepted earlier than WCMFX: HSEIX (11 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 : -12.19 vs. WCMFX (-76.30). HSEIX return over 5 years is better than : 26.91 vs. WCMFX (-65.40).
| HSEIX | WCMFX | HSEIX / WCMFX | |
| Total Expense Ratio | 1.01 | 0.90 | 112% |
| Annual Report Gross Expense Ratio | 1.03 | 1.45 | 71% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -7.638 | -71.870 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 5.92M | 3,005% |
| Annual Yield % from dividends | 1.67 | 0.00 | - |
| Returns for 1 year | -12.19 | -76.30 | 16% |
| Returns for 3 years | 5.12 | -67.31 | -8% |
| Returns for 5 years | 26.91 | -65.40 | -41% |
| Returns for 10 years | 2.81 | N/A | - |
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