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HSMTX vs WCMFX
HSMTX vs WCMFX Comparison
Open Charts HSMTX vs WCMFX
Hartford Small Cap Value R5
Price$12.94
Change-$0.18 (-1.37%)
VolumeN/A
Net Assets183.22M
WCM SMID Quality Val Fd Institutional
Price$10.89
Change-$0.14 (-1.27%)
VolumeN/A
Net Assets7.4M
HSMTX vs WCMFX Comparison Chart in %
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HSMTX 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 HSMTX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
HSMTX has more cash in the bank: 183M vs. WCMFX (7.41M). HSMTX pays higher dividends than WCMFX: HSMTX (1.67) 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 : -9.52 vs. WCMFX (-24.81). HSMTX return over 5 years is better than : 39.16 vs. WCMFX (15.14).
| 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 | -3.030 | -7.930 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 7.41M | 2,471% |
| Annual Yield % from dividends | 1.67 | 0.00 | - |
| Returns for 1 year | -9.52 | -24.81 | 38% |
| Returns for 3 years | 9.53 | 5.15 | 185% |
| Returns for 5 years | 39.16 | 15.14 | 259% |
| Returns for 10 years | 13.78 | N/A | - |
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