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HSMSX vs WCMFX
HSMSX vs WCMFX Comparison
Open Charts HSMSX vs WCMFX
Hartford Small Cap Value R4
Price$13.14
Change-$0.12 (-0.90%)
VolumeN/A
Net Assets180.21M
WCM SMID Quality Val Fd Institutional
Price$11.71
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets61.41M
HSMSX vs WCMFX Comparison Chart in %
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HSMSX vs. WCMFX commentary
Aug 17, 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 HSMSX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HSMSX has more cash in the bank: 180M vs. WCMFX (61.4M). HSMSX pays higher dividends than WCMFX: HSMSX (1.42) vs WCMFX (0.00). HSMSX was incepted earlier than WCMFX: HSMSX (14 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than HSMSX (1.31). HSMSX is a more actively managed with annual turnover of: 46.00 vs. WCMFX (15.00). HSMSX has a lower initial minimum investment than WCMFX: HSMSX (0) vs WCMFX (100000). HSMSX annual gain was more profitable for investors over the last year : 0.90 vs. WCMFX (-15.02). HSMSX return over 5 years is better than : 53.40 vs. WCMFX (27.42).
| HSMSX | WCMFX | HSMSX / WCMFX | |
| Total Expense Ratio | 1.21 | 0.90 | 134% |
| Annual Report Gross Expense Ratio | 1.31 | 1.45 | 90% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -3.311 | -2.254 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 61.4M | 293% |
| Annual Yield % from dividends | 1.42 | 0.00 | - |
| Returns for 1 year | 0.90 | -15.02 | -6% |
| Returns for 3 years | 6.47 | 4.46 | 145% |
| Returns for 5 years | 53.40 | 27.42 | 195% |
| Returns for 10 years | 5.75 | N/A | - |
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