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HSEIX vs WCMFX
HSEIX vs WCMFX Comparison
Open Charts HSEIX vs WCMFX
Hartford Small Cap Value I
Price$12.43
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets220.98M
WCM SMID Quality Val Fd Institutional
Price$3.61
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets1.61M
HSEIX vs WCMFX Comparison Chart in %
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HSEIX vs. WCMFX commentary
Dec 27, 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 HSEIX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HSEIX has more cash in the bank: 221M vs. WCMFX (1.61M). HSEIX pays higher dividends than WCMFX: HSEIX (1.64) vs WCMFX (0.00). HSEIX was incepted earlier than WCMFX: HSEIX (11 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than HSEIX (1.03). HSEIX is a more actively managed with annual turnover of: 46.00 vs. WCMFX (15.00). HSEIX has a lower initial minimum investment than WCMFX: HSEIX (2000) vs WCMFX (100000). HSEIX annual gain was more profitable for investors over the last year : -2.12 vs. WCMFX (-70.39). HSEIX return over 5 years is better than : 25.76 vs. WCMFX (-65.45).
| HSEIX | WCMFX | HSEIX / WCMFX | |
| Total Expense Ratio | 1.01 | 0.90 | 112% |
| Annual Report Gross Expense Ratio | 1.03 | 1.45 | 71% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -2.126 | -69.866 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221M | 1.61M | 13,701% |
| Annual Yield % from dividends | 1.64 | 0.00 | - |
| Returns for 1 year | -2.12 | -70.39 | 3% |
| Returns for 3 years | 24.79 | -63.72 | -39% |
| Returns for 5 years | 25.76 | -65.45 | -39% |
| Returns for 10 years | 18.74 | N/A | - |
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