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HSEIX vs WCMJX
HSEIX vs WCMJX Comparison
Open Charts HSEIX vs WCMJX
Hartford Small Cap Value I
Price$12.45
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets220.98M
WCM SMID Quality Val Fd Investor
Price$3.41
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.61M
HSEIX vs WCMJX Comparison Chart in %
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HSEIX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HSEIX has more cash in the bank: 221M vs. WCMJX (1.61M). HSEIX pays higher dividends than WCMJX: HSEIX (1.64) vs WCMJX (0.00). HSEIX was incepted earlier than WCMJX: HSEIX (11 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than HSEIX (1.03). HSEIX is a more actively managed with annual turnover of: 46.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than HSEIX: WCMJX (1000) vs HSEIX (2000). HSEIX annual gain was more profitable for investors over the last year : -2.79 vs. WCMJX (-71.61). HSEIX return over 5 years is better than : 25.97 vs. WCMJX (-67.27).
| HSEIX | WCMJX | HSEIX / WCMJX | |
| Total Expense Ratio | 1.01 | 1.15 | 88% |
| Annual Report Gross Expense Ratio | 1.03 | 1.70 | 61% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -1.969 | -71.053 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | -2.79 | -71.61 | 4% |
| Returns for 3 years | 24.40 | -65.27 | -37% |
| Returns for 5 years | 25.97 | -67.27 | -39% |
| Returns for 10 years | 19.14 | N/A | - |
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