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HOORX vs NAESX
HOORX vs NAESX Comparison
Open Charts HOORX vs NAESX
Hartford Schroders US Small Cap Opps R3
Price$30.66
Change+$0.25 (+0.82%)
VolumeN/A
Net Assets228.31M
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
HOORX vs NAESX Comparison Chart
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HOORX vs. NAESX commentary
Jan 19, 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 HOORX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. HOORX (228M). NAESX pays higher dividends than HOORX: NAESX (1.31) vs HOORX (0.00). HOORX was incepted earlier than NAESX: HOORX (8 years) vs NAESX (64 years). HOORX is a more actively managed with annual turnover of: 42.00 vs. NAESX (12.00). HOORX has a lower initial minimum investment than NAESX: HOORX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 21.23 vs. HOORX (11.61). NAESX return over 5 years is better than : 48.81 vs. HOORX (10.81).
| HOORX | NAESX | HOORX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 64 years | - |
| Gain YTD | 2.508 | 3.370 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228M | 155B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 11.61 | 21.23 | 55% |
| Returns for 3 years | -0.03 | 17.16 | -0% |
| Returns for 5 years | 10.81 | 48.81 | 22% |
| Returns for 10 years | N/A | 126.44 | - |
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