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HTSCX vs WCMJX
HTSCX vs WCMJX Comparison
Open Charts HTSCX vs WCMJX
Hartford Small Cap Value C
Price$9.78
Change-$0.04 (-0.41%)
VolumeN/A
Net Assets173.95M
WCM SMID Quality Val Fd Investor
Price$11.29
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets60.41M
HTSCX vs WCMJX Comparison Chart in %
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HTSCX 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 HTSCX is a Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HTSCX has more cash in the bank: 174M vs. WCMJX (60.4M). HTSCX pays higher dividends than WCMJX: HTSCX (0.73) vs WCMJX (0.00). HTSCX was incepted earlier than WCMJX: HTSCX (21 years) vs WCMJX (6 years). HTSCX (2.14) is less costly to investors than WCMJX (1.70). HTSCX is a more actively managed with annual turnover of: 46.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than HTSCX: WCMJX (1000) vs HTSCX (2000). HTSCX annual gain was more profitable for investors over the last year : -0.11 vs. WCMJX (-14.04). HTSCX return over 5 years is better than : 39.57 vs. WCMJX (24.51).
| HTSCX | WCMJX | HTSCX / WCMJX | |
| Total Expense Ratio | 2.06 | 1.15 | 179% |
| Annual Report Gross Expense Ratio | 2.14 | 1.70 | 126% |
| Fund Existence | 21 years | 6 years | - |
| Gain YTD | -7.008 | -3.820 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | -14.04 | 1% |
| Returns for 3 years | 2.92 | 7.19 | 41% |
| Returns for 5 years | 39.57 | 24.51 | 161% |
| Returns for 10 years | -15.45 | N/A | - |
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