Interact to see
Advertisement
Advertisement
HSMSX vs WCMFX
HSMSX vs WCMFX Comparison
Open Charts HSMSX vs WCMFX
Hartford Small Cap Value R4
Price$12.97
Change-$0.18 (-1.37%)
VolumeN/A
Net Assets183.52M
WCM SMID Quality Val Fd Institutional
Price$10.89
Change-$0.14 (-1.27%)
VolumeN/A
Net Assets7.4M
HSMSX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HSMSX 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 HSMSX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
HSMSX has more cash in the bank: 184M vs. WCMFX (7.41M). HSMSX pays higher dividends than WCMFX: HSMSX (1.38) vs WCMFX (0.00). HSMSX was incepted earlier than WCMFX: HSMSX (14 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than HSMSX (1.31). HSMSX is a more actively managed with annual turnover of: 46.00 vs. WCMFX (15.00). HSMSX has a lower initial minimum investment than WCMFX: HSMSX (0) vs WCMFX (100000). HSMSX annual gain was more profitable for investors over the last year : -9.76 vs. WCMFX (-24.81). HSMSX return over 5 years is better than : 37.46 vs. WCMFX (15.14).
| HSMSX | WCMFX | HSMSX / WCMFX | |
| Total Expense Ratio | 1.21 | 0.90 | 134% |
| Annual Report Gross Expense Ratio | 1.31 | 1.45 | 90% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -3.238 | -7.930 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 7.41M | 2,485% |
| Annual Yield % from dividends | 1.38 | 0.00 | - |
| Returns for 1 year | -9.76 | -24.81 | 39% |
| Returns for 3 years | 8.66 | 5.15 | 168% |
| Returns for 5 years | 37.46 | 15.14 | 248% |
| Returns for 10 years | 11.56 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers