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HSMRX vs WCMFX
HSMRX vs WCMFX Comparison
Open Charts HSMRX vs WCMFX
Hartford Small Cap Value R3
Price$13.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets186.49M
WCM SMID Quality Val Fd Institutional
Price$11.75
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets60.81M
HSMRX vs WCMFX Comparison Chart in %
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HSMRX vs. WCMFX commentary
Sep 16, 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HSMRX has more cash in the bank: 186M vs. WCMFX (60.8M). HSMRX pays higher dividends than WCMFX: HSMRX (1.06) 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 : 6.44 vs. WCMFX (-14.64). HSMRX return over 5 years is better than : 70.49 vs. WCMFX (36.34).
| 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 | 1.272 | -1.669 | -76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 60.8M | 306% |
| Annual Yield % from dividends | 1.06 | 0.00 | - |
| Returns for 1 year | 6.44 | -14.64 | -44% |
| Returns for 3 years | 22.36 | 19.23 | 116% |
| Returns for 5 years | 70.49 | 36.34 | 194% |
| Returns for 10 years | 12.13 | N/A | - |
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