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HSMVX vs WCMJX
HSMVX vs WCMJX Comparison
Open Charts HSMVX vs WCMJX
Hartford Small Cap Value R6
Price$12.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets173.95M
WCM SMID Quality Val Fd Investor
Price$11.24
Change-$0.05 (-0.44%)
VolumeN/A
Net Assets60.2M
HSMVX vs WCMJX Comparison Chart in %
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HSMVX vs. WCMJX 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 HSMVX is a Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HSMVX has more cash in the bank: 174M vs. WCMJX (60.2M). HSMVX pays higher dividends than WCMJX: HSMVX (1.82) vs WCMJX (0.00). HSMVX was incepted earlier than WCMJX: HSMVX (7 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than HSMVX (0.89). HSMVX is a more actively managed with annual turnover of: 46.00 vs. WCMJX (15.00). HSMVX has a lower initial minimum investment than WCMJX: HSMVX (0) vs WCMJX (1000). HSMVX annual gain was more profitable for investors over the last year : 2.15 vs. WCMJX (-12.89). HSMVX return over 5 years is better than : 52.85 vs. WCMJX (24.07).
| HSMVX | WCMJX | HSMVX / WCMJX | |
| Total Expense Ratio | 0.81 | 1.15 | 70% |
| Annual Report Gross Expense Ratio | 0.89 | 1.70 | 52% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | -6.657 | -4.160 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 60.2M | 289% |
| Annual Yield % from dividends | 1.82 | 0.00 | - |
| Returns for 1 year | 2.15 | -12.89 | -17% |
| Returns for 3 years | 9.13 | 5.91 | 154% |
| Returns for 5 years | 52.85 | 24.07 | 220% |
| Returns for 10 years | N/A | N/A | - |
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