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HTSCX vs WCMFX
HTSCX vs WCMFX Comparison
Open Charts HTSCX vs WCMFX
Hartford Small Cap Value C
Price$9.78
Change-$0.04 (-0.41%)
VolumeN/A
Net Assets173.95M
WCM SMID Quality Val Fd Institutional
Price$11.50
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets60.41M
HTSCX vs WCMFX Comparison Chart in %
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HTSCX 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 HTSCX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HTSCX has more cash in the bank: 174M vs. WCMFX (60.4M). HTSCX pays higher dividends than WCMFX: HTSCX (0.73) vs WCMFX (0.00). HTSCX was incepted earlier than WCMFX: HTSCX (21 years) vs WCMFX (6 years). HTSCX (2.14) is less costly to investors than WCMFX (1.45). HTSCX is a more actively managed with annual turnover of: 46.00 vs. WCMFX (15.00). HTSCX has a lower initial minimum investment than WCMFX: HTSCX (2000) vs WCMFX (100000). HTSCX annual gain was more profitable for investors over the last year : -0.11 vs. WCMFX (-13.62). HTSCX return over 5 years is better than : 39.57 vs. WCMFX (26.40).
| HTSCX | WCMFX | HTSCX / WCMFX | |
| Total Expense Ratio | 2.06 | 0.90 | 229% |
| Annual Report Gross Expense Ratio | 2.14 | 1.45 | 148% |
| Fund Existence | 21 years | 6 years | - |
| Gain YTD | -7.008 | -3.673 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 60.4M | 288% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | -0.11 | -13.62 | 1% |
| Returns for 3 years | 2.92 | 8.26 | 35% |
| Returns for 5 years | 39.57 | 26.40 | 150% |
| Returns for 10 years | -15.45 | N/A | - |
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