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HSMRX vs WCMJX
HSMRX vs WCMJX Comparison
Open Charts HSMRX vs WCMJX
Hartford Small Cap Value R3
Price$13.30
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets187.16M
WCM SMID Quality Val Fd Investor
Price$11.28
Change+$0.10 (+0.89%)
VolumeN/A
Net Assets22.01M
HSMRX vs WCMJX Comparison Chart in %
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HSMRX vs. WCMJX commentary
Oct 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HSMRX has more cash in the bank: 187M vs. WCMJX (22M). HSMRX pays higher dividends than WCMJX: HSMRX (1.07) 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 : 2.48 vs. WCMJX (-18.93). HSMRX return over 5 years is better than : 55.69 vs. WCMJX (23.13).
| 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 | -0.898 | -5.093 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 22M | 850% |
| Annual Yield % from dividends | 1.07 | 0.00 | - |
| Returns for 1 year | 2.48 | -18.93 | -13% |
| Returns for 3 years | 25.79 | 18.94 | 136% |
| Returns for 5 years | 55.69 | 23.13 | 241% |
| Returns for 10 years | 9.98 | N/A | - |
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