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HSMRX vs WCMJX
HSMRX vs WCMJX Comparison
Open Charts HSMRX vs WCMJX
Hartford Small Cap Value R3
Price$12.29
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets178.7M
WCM SMID Quality Val Fd Investor
Price$3.17
Change-$0.01 (-0.31%)
VolumeN/A
Net Assets5.92M
HSMRX vs WCMJX Comparison Chart in %
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HSMRX vs. WCMJX commentary
Nov 20, 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 Hold and WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
HSMRX has more cash in the bank: 179M vs. WCMJX (5.92M). HSMRX pays higher dividends than WCMJX: HSMRX (1.11) vs WCMJX (0.00). HSMRX was incepted earlier than WCMJX: HSMRX (14 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than HSMRX (1.61). HSMRX is a more actively managed with annual turnover of: 46.00 vs. WCMJX (15.00). HSMRX has a lower initial minimum investment than WCMJX: HSMRX (0) vs WCMJX (1000). HSMRX annual gain was more profitable for investors over the last year : -12.57 vs. WCMJX (-77.30). HSMRX return over 5 years is better than : 25.97 vs. WCMJX (-67.15).
| HSMRX | WCMJX | HSMRX / WCMJX | |
| Total Expense Ratio | 1.51 | 1.15 | 131% |
| Annual Report Gross Expense Ratio | 1.61 | 1.70 | 95% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -8.009 | -73.005 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 179M | 5.92M | 3,022% |
| Annual Yield % from dividends | 1.11 | 0.00 | - |
| Returns for 1 year | -12.57 | -77.30 | 16% |
| Returns for 3 years | 4.13 | -68.88 | -6% |
| Returns for 5 years | 25.97 | -67.15 | -39% |
| Returns for 10 years | 1.13 | N/A | - |
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