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HSMRX vs WCMFX
HSMRX vs WCMFX Comparison
Open Charts HSMRX vs WCMFX
Hartford Small Cap Value R3
Price$13.36
Change+$0.23 (+1.75%)
VolumeN/A
Net Assets194.26M
WCM SMID Quality Val Fd Institutional
Price$3.59
Change+$0.04 (+1.13%)
VolumeN/A
Net Assets2.65M
HSMRX vs WCMFX Comparison Chart in %
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HSMRX vs. WCMFX commentary
Dec 05, 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 StrongBuy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
HSMRX has more cash in the bank: 194M vs. WCMFX (2.65M). 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 : -9.30 vs. WCMFX (-75.69). HSMRX return over 5 years is better than : 27.27 vs. WCMFX (-64.91).
| 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 | 0.000 | -70.033 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 2.65M | 7,335% |
| Annual Yield % from dividends | 1.09 | 0.00 | - |
| Returns for 1 year | -9.30 | -75.69 | 12% |
| Returns for 3 years | 10.40 | -66.35 | -16% |
| Returns for 5 years | 27.27 | -64.91 | -42% |
| Returns for 10 years | 9.51 | N/A | - |
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