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HSMTX vs WCMJX
HSMTX vs WCMJX Comparison
Open Charts HSMTX vs WCMJX
Hartford Small Cap Value R5
Price$13.36
Change+$0.17 (+1.29%)
VolumeN/A
Net Assets184.29M
WCM SMID Quality Val Fd Investor
Price$11.26
Change+$0.16 (+1.44%)
VolumeN/A
Net Assets21.79M
HSMTX vs WCMJX Comparison Chart in %
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HSMTX vs. WCMJX commentary
Oct 21, 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 Buy and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
HSMTX has more cash in the bank: 184M vs. WCMJX (21.8M). HSMTX pays higher dividends than WCMJX: HSMTX (1.61) 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 : -3.61 vs. WCMJX (-21.05). HSMTX return over 5 years is better than : 55.77 vs. WCMJX (21.44).
| 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 | -2.513 | -5.772 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 21.8M | 844% |
| Annual Yield % from dividends | 1.61 | 0.00 | - |
| Returns for 1 year | -3.61 | -21.05 | 17% |
| Returns for 3 years | 20.87 | 15.26 | 137% |
| Returns for 5 years | 55.77 | 21.44 | 260% |
| Returns for 10 years | 13.04 | N/A | - |
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