Interact to see
Advertisement
Advertisement
HSMTX vs WCMJX
HSMTX vs WCMJX Comparison
Open Charts HSMTX vs WCMJX
Hartford Small Cap Value R5
Price$12.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets178.7M
WCM SMID Quality Val Fd Investor
Price$3.17
Change-$0.01 (-0.31%)
VolumeN/A
Net Assets5.92M
HSMTX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HSMTX vs. WCMJX commentary
Nov 20, 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
HSMTX has more cash in the bank: 179M vs. WCMJX (5.92M). HSMTX pays higher dividends than WCMJX: HSMTX (1.67) vs WCMJX (0.00). HSMTX was incepted earlier than WCMJX: HSMTX (14 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than HSMTX (1.01). HSMTX is a more actively managed with annual turnover of: 46.00 vs. WCMJX (15.00). HSMTX has a lower initial minimum investment than WCMJX: HSMTX (0) vs WCMJX (1000). HSMTX annual gain was more profitable for investors over the last year : -12.00 vs. WCMJX (-77.30). HSMTX return over 5 years is better than : 29.20 vs. WCMJX (-67.15).
| HSMTX | WCMJX | HSMTX / WCMJX | |
| Total Expense Ratio | 0.91 | 1.15 | 79% |
| Annual Report Gross Expense Ratio | 1.01 | 1.70 | 59% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -7.539 | -73.005 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 179M | 5.92M | 3,022% |
| Annual Yield % from dividends | 1.67 | 0.00 | - |
| Returns for 1 year | -12.00 | -77.30 | 16% |
| Returns for 3 years | 6.21 | -68.88 | -9% |
| Returns for 5 years | 29.20 | -67.15 | -43% |
| Returns for 10 years | 6.22 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TCGCX | 22.44 | 0.21 | +0.94% |
| Thornburg Small/Mid Cap Growth C | |||
| NWJFX | 118.27 | 0.54 | +0.46% |
| Nationwide NYSE Arca Tech 100 Idx InsSvc | |||
| LADRX | 22.55 | N/A | N/A |
| Lord Abbett Developing Growth R3 | |||
| FTASX | 31.04 | N/A | N/A |
| Fidelity Advisor Asset Manager 70% M | |||
| CDIVX | 12.59 | N/A | N/A |
| Copeland Dividend Growth Fund Class I | |||