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HSMRX vs WCMFX
HSMRX vs WCMFX Comparison
Open Charts HSMRX vs WCMFX
Hartford Small Cap Value R3
Price$12.72
Change-$0.17 (-1.32%)
VolumeN/A
Net Assets183.22M
WCM SMID Quality Val Fd Institutional
Price$10.89
Change-$0.14 (-1.27%)
VolumeN/A
Net Assets7.4M
HSMRX vs WCMFX Comparison Chart in %
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HSMRX vs. WCMFX commentary
Nov 14, 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 HSMRX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
HSMRX has more cash in the bank: 183M vs. WCMFX (7.41M). HSMRX pays higher dividends than WCMFX: HSMRX (1.11) vs WCMFX (0.00). HSMRX was incepted earlier than WCMFX: HSMRX (14 years) vs WCMFX (6 years). HSMRX (1.61) is less costly to investors than WCMFX (1.45). HSMRX is a more actively managed with annual turnover of: 46.00 vs. WCMFX (15.00). HSMRX has a lower initial minimum investment than WCMFX: HSMRX (0) vs WCMFX (100000). HSMRX annual gain was more profitable for investors over the last year : -10.07 vs. WCMFX (-24.81). HSMRX return over 5 years is better than : 35.60 vs. WCMFX (15.14).
| HSMRX | WCMFX | HSMRX / WCMFX | |
| Total Expense Ratio | 1.51 | 0.90 | 168% |
| Annual Report Gross Expense Ratio | 1.61 | 1.45 | 111% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -3.518 | -7.930 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 7.41M | 2,471% |
| Annual Yield % from dividends | 1.11 | 0.00 | - |
| Returns for 1 year | -10.07 | -24.81 | 41% |
| Returns for 3 years | 7.46 | 5.15 | 145% |
| Returns for 5 years | 35.60 | 15.14 | 235% |
| Returns for 10 years | 8.36 | N/A | - |
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