Interact to see
Advertisement
Advertisement
HSMFX vs WCMJX
HSMFX vs WCMJX Comparison
Open Charts HSMFX vs WCMJX
Hartford Small Cap Value F
Price$11.83
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
HSMFX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HSMFX 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 HSMFX is a Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HSMFX has more cash in the bank: 174M vs. WCMJX (60.2M). HSMFX pays higher dividends than WCMJX: HSMFX (1.94) vs WCMJX (0.00). HSMFX was incepted earlier than WCMJX: HSMFX (8 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than HSMFX (0.89). HSMFX is a more actively managed with annual turnover of: 46.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than HSMFX: WCMJX (1000) vs HSMFX (1000000). HSMFX annual gain was more profitable for investors over the last year : 1.95 vs. WCMJX (-12.89). HSMFX return over 5 years is better than : 51.11 vs. WCMJX (24.07).
| HSMFX | WCMJX | HSMFX / WCMJX | |
| Total Expense Ratio | 0.81 | 1.15 | 70% |
| Annual Report Gross Expense Ratio | 0.89 | 1.70 | 52% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -6.709 | -4.160 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -12.89 | -15% |
| Returns for 3 years | 8.33 | 5.91 | 141% |
| Returns for 5 years | 51.11 | 24.07 | 212% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement