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HSMFX vs WCMFX
HSMFX vs WCMFX Comparison
Open Charts HSMFX vs WCMFX
Hartford Small Cap Value F
Price$11.83
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
HSMFX vs WCMFX Comparison Chart in %
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HSMFX 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 HSMFX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HSMFX has more cash in the bank: 174M vs. WCMFX (60.2M). HSMFX pays higher dividends than WCMFX: HSMFX (1.94) vs WCMFX (0.00). HSMFX was incepted earlier than WCMFX: HSMFX (8 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than HSMFX (0.89). HSMFX is a more actively managed with annual turnover of: 46.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than HSMFX: WCMFX (100000) vs HSMFX (1000000). HSMFX annual gain was more profitable for investors over the last year : 1.95 vs. WCMFX (-12.48). HSMFX return over 5 years is better than : 51.11 vs. WCMFX (25.96).
| HSMFX | WCMFX | HSMFX / WCMFX | |
| Total Expense Ratio | 0.81 | 0.90 | 90% |
| Annual Report Gross Expense Ratio | 0.89 | 1.45 | 61% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -6.709 | -4.007 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 60.2M | 289% |
| Annual Yield % from dividends | 1.94 | 0.00 | - |
| Returns for 1 year | 1.95 | -12.48 | -16% |
| Returns for 3 years | 8.33 | 6.98 | 119% |
| Returns for 5 years | 51.11 | 25.96 | 197% |
| Returns for 10 years | N/A | N/A | - |
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