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HSEIX vs WCMJX
HSEIX vs WCMJX Comparison
Open Charts HSEIX vs WCMJX
Hartford Small Cap Value I
Price$12.84
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets186.46M
WCM SMID Quality Val Fd Investor
Price$11.45
Change-$0.07 (-0.61%)
VolumeN/A
Net Assets60.68M
HSEIX vs WCMJX Comparison Chart in %
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HSEIX vs. WCMJX commentary
Sep 18, 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 Hold.
FUNDAMENTALS
Fundamentals
HSEIX has more cash in the bank: 186M vs. WCMJX (60.7M). HSEIX pays higher dividends than WCMJX: HSEIX (1.61) 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 : 2.21 vs. WCMJX (-16.03). HSEIX return over 5 years is better than : 68.17 vs. WCMJX (35.21).
| 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 | 1.181 | -2.207 | -54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 60.7M | 306% |
| Annual Yield % from dividends | 1.61 | 0.00 | - |
| Returns for 1 year | 2.21 | -16.03 | -14% |
| Returns for 3 years | 23.58 | 17.67 | 133% |
| Returns for 5 years | 68.17 | 35.21 | 194% |
| Returns for 10 years | 14.00 | N/A | - |
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