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HSEIX vs WCMJX
HSEIX vs WCMJX Comparison
Open Charts HSEIX vs WCMJX
Hartford Small Cap Value I
Price$12.36
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets183.55M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
HSEIX vs WCMJX Comparison Chart in %
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HSEIX vs. WCMJX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
HSEIX has more cash in the bank: 184M vs. WCMJX (21.8M). HSEIX pays higher dividends than WCMJX: HSEIX (1.61) 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 : -3.94 vs. WCMJX (-21.05). HSEIX return over 5 years is better than : 53.43 vs. WCMJX (21.44).
| 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 | -2.677 | -5.772 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 21.8M | 844% |
| Annual Yield % from dividends | 1.61 | 0.00 | - |
| Returns for 1 year | -3.94 | -21.05 | 19% |
| Returns for 3 years | 19.64 | 15.26 | 129% |
| Returns for 5 years | 53.43 | 21.44 | 249% |
| Returns for 10 years | 9.38 | N/A | - |
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