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HSEIX vs WCMJX
HSEIX vs WCMJX Comparison
Open Charts HSEIX vs WCMJX
Hartford Small Cap Value I
Price$11.84
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets173.95M
WCM SMID Quality Val Fd Investor
Price$11.24
Change-$0.05 (-0.44%)
VolumeN/A
Net Assets60.2M
HSEIX vs WCMJX Comparison Chart in %
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HSEIX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HSEIX has more cash in the bank: 174M vs. WCMJX (60.2M). HSEIX pays higher dividends than WCMJX: HSEIX (1.72) vs WCMJX (0.00). HSEIX was incepted earlier than WCMJX: HSEIX (10 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than HSEIX (1.03). HSEIX is a more actively managed with annual turnover of: 46.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than HSEIX: WCMJX (1000) vs HSEIX (2000). HSEIX annual gain was more profitable for investors over the last year : 1.74 vs. WCMJX (-12.89). HSEIX return over 5 years is better than : 50.01 vs. WCMJX (24.07).
| HSEIX | WCMJX | HSEIX / WCMJX | |
| Total Expense Ratio | 1.01 | 1.15 | 88% |
| Annual Report Gross Expense Ratio | 1.03 | 1.70 | 61% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -6.850 | -4.160 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | -12.89 | -14% |
| Returns for 3 years | 7.66 | 5.91 | 130% |
| Returns for 5 years | 50.01 | 24.07 | 208% |
| Returns for 10 years | -0.53 | N/A | - |
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