Interact to see
Advertisement
Advertisement
HSMSX vs WCMJX
HSMSX vs WCMJX Comparison
Open Charts HSMSX vs WCMJX
Hartford Small Cap Value R4
Price$13.21
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets183.55M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
HSMSX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HSMSX vs. WCMJX commentary
Oct 18, 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 Buy and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
HSMSX has more cash in the bank: 184M vs. WCMJX (21.8M). HSMSX pays higher dividends than WCMJX: HSMSX (1.33) vs WCMJX (0.00). HSMSX was incepted earlier than WCMJX: HSMSX (14 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than HSMSX (1.31). HSMSX is a more actively managed with annual turnover of: 46.00 vs. WCMJX (15.00). HSMSX has a lower initial minimum investment than WCMJX: HSMSX (0) vs WCMJX (1000). HSMSX annual gain was more profitable for investors over the last year : -3.95 vs. WCMJX (-21.05). HSMSX return over 5 years is better than : 53.71 vs. WCMJX (21.44).
| HSMSX | WCMJX | HSMSX / WCMJX | |
| Total Expense Ratio | 1.21 | 1.15 | 105% |
| Annual Report Gross Expense Ratio | 1.31 | 1.70 | 77% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -2.796 | -5.772 | 48% |
| 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 | 1.33 | 0.00 | - |
| Returns for 1 year | -3.95 | -21.05 | 19% |
| Returns for 3 years | 19.69 | 15.26 | 129% |
| Returns for 5 years | 53.71 | 21.44 | 250% |
| Returns for 10 years | 10.83 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement