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HSMTX vs WCMFX
HSMTX vs WCMFX Comparison
Open Charts HSMTX vs WCMFX
Hartford Small Cap Value R5
Price$12.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets173.95M
WCM SMID Quality Val Fd Institutional
Price$11.45
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets60.2M
HSMTX vs WCMFX Comparison Chart in %
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HSMTX vs. WCMFX commentary
Aug 08, 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 HSMTX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HSMTX has more cash in the bank: 174M vs. WCMFX (60.2M). HSMTX pays higher dividends than WCMFX: HSMTX (1.72) vs WCMFX (0.00). HSMTX was incepted earlier than WCMFX: HSMTX (14 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than HSMTX (1.01). HSMTX is a more actively managed with annual turnover of: 46.00 vs. WCMFX (15.00). HSMTX has a lower initial minimum investment than WCMFX: HSMTX (0) vs WCMFX (100000). HSMTX annual gain was more profitable for investors over the last year : 2.06 vs. WCMFX (-12.48). HSMTX return over 5 years is better than : 52.26 vs. WCMFX (25.96).
| HSMTX | WCMFX | HSMTX / WCMFX | |
| Total Expense Ratio | 0.91 | 0.90 | 101% |
| Annual Report Gross Expense Ratio | 1.01 | 1.45 | 70% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -6.726 | -4.007 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 60.2M | 289% |
| Annual Yield % from dividends | 1.72 | 0.00 | - |
| Returns for 1 year | 2.06 | -12.48 | -16% |
| Returns for 3 years | 8.72 | 6.98 | 125% |
| Returns for 5 years | 52.26 | 25.96 | 201% |
| Returns for 10 years | 2.77 | N/A | - |
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