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HSMRX vs WCMJX
HSMRX vs WCMJX Comparison
Open Charts HSMRX vs WCMJX
Hartford Small Cap Value R3
Price$13.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets186.49M
WCM SMID Quality Val Fd Investor
Price$11.53
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets60.81M
HSMRX vs WCMJX Comparison Chart in %
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HSMRX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HSMRX has more cash in the bank: 186M vs. WCMJX (60.8M). HSMRX pays higher dividends than WCMJX: HSMRX (1.06) 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 : 6.44 vs. WCMJX (-15.06). HSMRX return over 5 years is better than : 70.49 vs. WCMJX (34.26).
| 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 | 1.272 | -1.868 | -68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -15.06 | -43% |
| Returns for 3 years | 22.36 | 18.08 | 124% |
| Returns for 5 years | 70.49 | 34.26 | 206% |
| Returns for 10 years | 12.13 | N/A | - |
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