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HSMTX vs WCMFX
HSMTX vs WCMFX Comparison
Open Charts HSMTX vs WCMFX
Hartford Small Cap Value R5
Price$13.60
Change+$0.23 (+1.72%)
VolumeN/A
Net Assets194.26M
WCM SMID Quality Val Fd Institutional
Price$3.59
Change+$0.04 (+1.13%)
VolumeN/A
Net Assets2.65M
HSMTX vs WCMFX Comparison Chart in %
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HSMTX vs. WCMFX commentary
Dec 05, 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 StrongBuy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
HSMTX has more cash in the bank: 194M vs. WCMFX (2.65M). HSMTX pays higher dividends than WCMFX: HSMTX (1.64) 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 : -8.75 vs. WCMFX (-75.69). HSMTX return over 5 years is better than : 30.56 vs. WCMFX (-64.91).
| 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 | 0.517 | -70.033 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 2.65M | 7,335% |
| Annual Yield % from dividends | 1.64 | 0.00 | - |
| Returns for 1 year | -8.75 | -75.69 | 12% |
| Returns for 3 years | 12.55 | -66.35 | -19% |
| Returns for 5 years | 30.56 | -64.91 | -47% |
| Returns for 10 years | 15.03 | N/A | - |
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