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HSEIX vs WCMFX
HSEIX vs WCMFX Comparison
Open Charts HSEIX vs WCMFX
Hartford Small Cap Value I
Price$12.68
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets187.16M
WCM SMID Quality Val Fd Institutional
Price$11.50
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets22.01M
HSEIX vs WCMFX Comparison Chart in %
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HSEIX vs. WCMFX commentary
Oct 10, 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HSEIX has more cash in the bank: 187M vs. WCMFX (22M). HSEIX pays higher dividends than WCMFX: HSEIX (1.61) 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 : 2.88 vs. WCMFX (-18.45). HSEIX return over 5 years is better than : 57.52 vs. WCMFX (25.14).
| 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 | -0.551 | -4.841 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 22M | 850% |
| Annual Yield % from dividends | 1.61 | 0.00 | - |
| Returns for 1 year | 2.88 | -18.45 | -16% |
| Returns for 3 years | 27.05 | 20.13 | 134% |
| Returns for 5 years | 57.52 | 25.14 | 229% |
| Returns for 10 years | 11.77 | N/A | - |
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