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HOOCX vs NAESX
HOOCX vs NAESX Comparison
Open Charts HOOCX vs NAESX
Hartford Schroders US Small Cap Opps C
Price$26.08
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets193.45M
Vanguard Small Cap Index I
Price$110.35
Change-$0.18 (-0.16%)
VolumeN/A
Net Assets147.56B
HOOCX vs NAESX Comparison Chart
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HOOCX vs. NAESX commentary
Jun 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. HOOCX (193M). NAESX pays higher dividends than HOOCX: NAESX (1.35) vs HOOCX (0.00). HOOCX was incepted earlier than NAESX: HOOCX (9 years) vs NAESX (65 years). HOOCX (2.16) is less costly to investors than NAESX (0.17). HOOCX is a more actively managed with annual turnover of: 42.00 vs. NAESX (13.00). 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 : 4.88 vs. HOOCX (-5.22). NAESX return over 5 years is better than : 52.45 vs. HOOCX (13.21).
| HOOCX | NAESX | HOOCX / NAESX | |
| Total Expense Ratio | 2.10 | 0.17 | 1,235% |
| Annual Report Gross Expense Ratio | 2.16 | 0.17 | 1,271% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | -8.155 | -3.929 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -5.22 | 4.88 | -107% |
| Returns for 3 years | -4.04 | 18.26 | -22% |
| Returns for 5 years | 13.21 | 52.45 | 25% |
| Returns for 10 years | N/A | 95.90 | - |
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