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HSMRX vs WCMFX
HSMRX vs WCMFX Comparison
Open Charts HSMRX vs WCMFX
Hartford Small Cap Value R3
Price$12.48
Change+$0.06 (+0.48%)
VolumeN/A
Net Assets174.69M
WCM SMID Quality Val Fd Institutional
Price$11.36
Change-$0.09 (-0.79%)
VolumeN/A
Net Assets59.44M
HSMRX vs WCMFX Comparison Chart in %
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HSMRX vs. WCMFX commentary
Aug 11, 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 HSMRX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HSMRX has more cash in the bank: 175M vs. WCMFX (59.4M). HSMRX pays higher dividends than WCMFX: HSMRX (1.14) vs WCMFX (0.00). HSMRX was incepted earlier than WCMFX: HSMRX (14 years) vs WCMFX (6 years). HSMRX (1.61) is less costly to investors than WCMFX (1.45). HSMRX is a more actively managed with annual turnover of: 46.00 vs. WCMFX (15.00). HSMRX has a lower initial minimum investment than WCMFX: HSMRX (0) vs WCMFX (100000). HSMRX annual gain was more profitable for investors over the last year : -0.35 vs. WCMFX (-16.22). HSMRX return over 5 years is better than : 49.12 vs. WCMFX (24.42).
| HSMRX | WCMFX | HSMRX / WCMFX | |
| Total Expense Ratio | 1.51 | 0.90 | 168% |
| Annual Report Gross Expense Ratio | 1.61 | 1.45 | 111% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -6.587 | -5.175 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 59.4M | 295% |
| Annual Yield % from dividends | 1.14 | 0.00 | - |
| Returns for 1 year | -0.35 | -16.22 | 2% |
| Returns for 3 years | 8.14 | 7.37 | 110% |
| Returns for 5 years | 49.12 | 24.42 | 201% |
| Returns for 10 years | -0.50 | N/A | - |
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