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HOOCX vs VSMAX
HOOCX vs VSMAX Comparison
Open Charts HOOCX vs VSMAX
Hartford Schroders US Small Cap Opps C
Price$29.58
Change+$0.34 (+1.16%)
VolumeN/A
Net Assets226.46M
Vanguard Small Cap Index Admiral Shares
Price$120.76
Change+$1.41 (+1.18%)
VolumeN/A
Net Assets155.27B
HOOCX vs VSMAX Comparison Chart
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HOOCX vs. VSMAX commentary
Jan 31, 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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. HOOCX (226M). VSMAX pays higher dividends than HOOCX: VSMAX (1.42) vs HOOCX (0.00). HOOCX was incepted earlier than VSMAX: HOOCX (8 years) vs VSMAX (24 years). 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 : 20.35 vs. HOOCX (9.76). VSMAX return over 5 years is better than : 55.98 vs. HOOCX (12.50).
| HOOCX | VSMAX | HOOCX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 2.777 | 3.638 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 155B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 9.76 | 20.35 | 48% |
| Returns for 3 years | 1.99 | 20.91 | 10% |
| Returns for 5 years | 12.50 | 55.98 | 22% |
| Returns for 10 years | N/A | 124.89 | - |