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HSMRX vs WCMFX
HSMRX vs WCMFX Comparison
Open Charts HSMRX vs WCMFX
Hartford Small Cap Value R3
Price$13.07
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets220.98M
WCM SMID Quality Val Fd Institutional
Price$3.62
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets1.62M
HSMRX vs WCMFX Comparison Chart in %
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HSMRX vs. WCMFX 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 HSMRX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HSMRX has more cash in the bank: 221M vs. WCMFX (1.62M). HSMRX pays higher dividends than WCMFX: HSMRX (1.09) 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 : -2.99 vs. WCMFX (-70.35). HSMRX return over 5 years is better than : 24.85 vs. WCMFX (-65.36).
| 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 | -2.171 | -69.783 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221M | 1.62M | 13,676% |
| Annual Yield % from dividends | 1.09 | 0.00 | - |
| Returns for 1 year | -2.99 | -70.35 | 4% |
| Returns for 3 years | 23.16 | -63.51 | -36% |
| Returns for 5 years | 24.85 | -65.36 | -38% |
| Returns for 10 years | 16.68 | N/A | - |
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