Interact to see
Advertisement
Advertisement
HOOCX vs NAESX
HOOCX vs NAESX Comparison
Open Charts HOOCX vs NAESX
Hartford Schroders US Small Cap Opps C
Price$27.04
Change-$0.29 (-1.06%)
VolumeN/A
Net Assets198.18M
Vanguard Small Cap Index I
Price$115.36
Change-$0.34 (-0.29%)
VolumeN/A
Net Assets154.18B
HOOCX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HOOCX vs. NAESX commentary
Aug 07, 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: 154B vs. HOOCX (198M). NAESX pays higher dividends than HOOCX: NAESX (1.25) 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: 50.00 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 : 11.53 vs. HOOCX (-1.44). NAESX return over 5 years is better than : 55.08 vs. HOOCX (14.54).
| 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 | -3.937 | 0.632 | -623% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 198M | 154B | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | -1.44 | 11.53 | -13% |
| Returns for 3 years | 2.05 | 24.14 | 9% |
| Returns for 5 years | 14.54 | 55.08 | 26% |
| Returns for 10 years | N/A | 111.04 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement