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HOOCX vs NAESX
HOOCX vs NAESX Comparison
Open Charts HOOCX vs NAESX
Hartford Schroders US Small Cap Opps C
Price$26.17
Change-$0.78 (-2.89%)
VolumeN/A
Net Assets206.06M
Vanguard Small Cap Index I
Price$106.66
Change-$2.78 (-2.54%)
VolumeN/A
Net Assets153.45B
HOOCX vs NAESX Comparison Chart
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HOOCX vs. NAESX commentary
Mar 11, 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 HOOCX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. HOOCX (206M). NAESX pays higher dividends than HOOCX: NAESX (1.20) vs HOOCX (0.00). HOOCX was incepted earlier than NAESX: HOOCX (8 years) vs NAESX (64 years). HOOCX (2.15) is less costly to investors than NAESX (0.17). HOOCX is a more actively managed with annual turnover of: 42.00 vs. NAESX (12.00). HOOCX has a lower initial minimum investment than NAESX: HOOCX (2000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 2.79 vs. HOOCX (-4.19). NAESX return over 5 years is better than : 81.36 vs. HOOCX (35.16).
| HOOCX | NAESX | HOOCX / NAESX | |
| Total Expense Ratio | 2.11 | 0.17 | 1,241% |
| Annual Report Gross Expense Ratio | 2.15 | 0.17 | 1,265% |
| Fund Existence | 8 years | 64 years | - |
| Gain YTD | -5.272 | -4.959 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.20 | - |
| Returns for 1 year | -4.19 | 2.79 | -150% |
| Returns for 3 years | -3.34 | 14.28 | -23% |
| Returns for 5 years | 35.16 | 81.36 | 43% |
| Returns for 10 years | N/A | 97.53 | - |