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HOOCX vs VSMAX
HOOCX vs VSMAX Comparison
Open Charts HOOCX vs VSMAX
Hartford Schroders US Small Cap Opps C
Price$24.38
Change+$0.12 (+0.49%)
VolumeN/A
Net Assets183.02M
Vanguard Small Cap Index Admiral Shares
Price$99.27
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
HOOCX vs VSMAX Comparison Chart
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HOOCX vs. VSMAX commentary
Apr 18, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. HOOCX (183M). VSMAX pays higher dividends than HOOCX: VSMAX (1.52) vs HOOCX (0.00). HOOCX was incepted earlier than VSMAX: HOOCX (8 years) vs VSMAX (24 years). HOOCX (2.15) is less costly to investors than VSMAX (0.05). HOOCX is a more actively managed with annual turnover of: 42.00 vs. VSMAX (12.00). HOOCX has a lower initial minimum investment than VSMAX: HOOCX (2000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : -2.40 vs. HOOCX (-8.63). VSMAX return over 5 years is better than : 66.89 vs. HOOCX (28.16).
| HOOCX | VSMAX | HOOCX / VSMAX | |
| Total Expense Ratio | 2.11 | 0.05 | 4,220% |
| Annual Report Gross Expense Ratio | 2.15 | 0.05 | 4,300% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | -14.728 | -14.455 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | -8.63 | -2.40 | 359% |
| Returns for 3 years | -13.20 | 0.56 | -2,370% |
| Returns for 5 years | 28.16 | 66.89 | 42% |
| Returns for 10 years | N/A | 73.68 | - |
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