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HSMTX vs WCMFX
HSMTX vs WCMFX Comparison
Open Charts HSMTX vs WCMFX
Hartford Small Cap Value R5
Price$13.19
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets184.29M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
HSMTX vs WCMFX Comparison Chart in %
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HSMTX vs. WCMFX 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 HSMTX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
HSMTX has more cash in the bank: 184M vs. WCMFX (21.8M). HSMTX pays higher dividends than WCMFX: HSMTX (1.61) vs WCMFX (0.00). HSMTX was incepted earlier than WCMFX: HSMTX (14 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than HSMTX (1.01). HSMTX is a more actively managed with annual turnover of: 46.00 vs. WCMFX (15.00). HSMTX has a lower initial minimum investment than WCMFX: HSMTX (0) vs WCMFX (100000). HSMTX annual gain was more profitable for investors over the last year : -3.61 vs. WCMFX (-20.62). HSMTX return over 5 years is better than : 55.77 vs. WCMFX (23.45).
| HSMTX | WCMFX | HSMTX / WCMFX | |
| Total Expense Ratio | 0.91 | 0.90 | 101% |
| Annual Report Gross Expense Ratio | 1.01 | 1.45 | 70% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -2.513 | -5.509 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 21.8M | 844% |
| Annual Yield % from dividends | 1.61 | 0.00 | - |
| Returns for 1 year | -3.61 | -20.62 | 18% |
| Returns for 3 years | 20.87 | 16.46 | 127% |
| Returns for 5 years | 55.77 | 23.45 | 238% |
| Returns for 10 years | 13.04 | N/A | - |
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