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HSEIX vs WCMJX
HSEIX vs WCMJX Comparison
Open Charts HSEIX vs WCMJX
Hartford Small Cap Value I
Price$12.75
Change+$0.22 (+1.76%)
VolumeN/A
Net Assets194.26M
WCM SMID Quality Val Fd Investor
Price$3.35
Change+$0.01 (+0.30%)
VolumeN/A
Net Assets2.61M
HSEIX vs WCMJX Comparison Chart in %
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HSEIX vs. WCMJX commentary
Dec 04, 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 StrongBuy and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
HSEIX has more cash in the bank: 194M vs. WCMJX (2.61M). 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 : -10.91 vs. WCMJX (-77.15). HSEIX return over 5 years is better than : 30.08 vs. WCMJX (-66.50).
| 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 | -1.181 | -71.647 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 2.61M | 7,427% |
| Annual Yield % from dividends | 1.64 | 0.00 | - |
| Returns for 1 year | -10.91 | -77.15 | 14% |
| Returns for 3 years | 9.66 | -68.40 | -14% |
| Returns for 5 years | 30.08 | -66.50 | -45% |
| Returns for 10 years | 9.56 | N/A | - |
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