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HSMRX vs WCMJX
HSMRX vs WCMJX Comparison
Open Charts HSMRX vs WCMJX
Hartford Small Cap Value R3
Price$12.96
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets183.55M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
HSMRX vs WCMJX Comparison Chart in %
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HSMRX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
HSMRX has more cash in the bank: 184M vs. WCMJX (21.8M). HSMRX pays higher dividends than WCMJX: HSMRX (1.07) vs WCMJX (0.00). HSMRX was incepted earlier than WCMJX: HSMRX (14 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than HSMRX (1.61). HSMRX is a more actively managed with annual turnover of: 46.00 vs. WCMJX (15.00). HSMRX has a lower initial minimum investment than WCMJX: HSMRX (0) vs WCMJX (1000). HSMRX annual gain was more profitable for investors over the last year : -4.30 vs. WCMJX (-21.05). HSMRX return over 5 years is better than : 51.71 vs. WCMJX (21.44).
| HSMRX | WCMJX | HSMRX / WCMJX | |
| Total Expense Ratio | 1.51 | 1.15 | 131% |
| Annual Report Gross Expense Ratio | 1.61 | 1.70 | 95% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -2.994 | -5.772 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 21.8M | 844% |
| Annual Yield % from dividends | 1.07 | 0.00 | - |
| Returns for 1 year | -4.30 | -21.05 | 20% |
| Returns for 3 years | 18.45 | 15.26 | 121% |
| Returns for 5 years | 51.71 | 21.44 | 241% |
| Returns for 10 years | 7.66 | N/A | - |
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