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HSMRX vs WCMFX
HSMRX vs WCMFX Comparison
Open Charts HSMRX vs WCMFX
Hartford Small Cap Value R3
Price$12.96
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets183.55M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.71M
HSMRX vs WCMFX Comparison Chart in %
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HSMRX vs. WCMFX 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 HSMRX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
HSMRX has more cash in the bank: 184M vs. WCMFX (21.7M). HSMRX pays higher dividends than WCMFX: HSMRX (1.07) 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 : -4.30 vs. WCMFX (-20.62). HSMRX return over 5 years is better than : 51.71 vs. WCMFX (23.45).
| 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 | -2.994 | -5.509 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 21.7M | 848% |
| Annual Yield % from dividends | 1.07 | 0.00 | - |
| Returns for 1 year | -4.30 | -20.62 | 21% |
| Returns for 3 years | 18.45 | 16.46 | 112% |
| Returns for 5 years | 51.71 | 23.45 | 221% |
| Returns for 10 years | 7.66 | N/A | - |
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