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HSMSX vs WCMJX
HSMSX vs WCMJX Comparison
Open Charts HSMSX vs WCMJX
Hartford Small Cap Value R4
Price$13.14
Change-$0.12 (-0.90%)
VolumeN/A
Net Assets180.21M
WCM SMID Quality Val Fd Investor
Price$11.50
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets61.7M
HSMSX vs WCMJX Comparison Chart in %
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HSMSX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HSMSX has more cash in the bank: 180M vs. WCMJX (61.7M). HSMSX pays higher dividends than WCMJX: HSMSX (1.42) vs WCMJX (0.00). HSMSX was incepted earlier than WCMJX: HSMSX (14 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than HSMSX (1.31). HSMSX is a more actively managed with annual turnover of: 46.00 vs. WCMJX (15.00). HSMSX has a lower initial minimum investment than WCMJX: HSMSX (0) vs WCMJX (1000). HSMSX annual gain was more profitable for investors over the last year : 0.90 vs. WCMJX (-15.01). HSMSX return over 5 years is better than : 53.40 vs. WCMJX (26.09).
| HSMSX | WCMJX | HSMSX / WCMJX | |
| Total Expense Ratio | 1.21 | 1.15 | 105% |
| Annual Report Gross Expense Ratio | 1.31 | 1.70 | 77% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -3.311 | -1.952 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 61.7M | 292% |
| Annual Yield % from dividends | 1.42 | 0.00 | - |
| Returns for 1 year | 0.90 | -15.01 | -6% |
| Returns for 3 years | 6.47 | 3.96 | 163% |
| Returns for 5 years | 53.40 | 26.09 | 205% |
| Returns for 10 years | 5.75 | N/A | - |
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