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HOORX vs NAESX
HOORX vs NAESX Comparison
Open Charts HOORX vs NAESX
Hartford Schroders US Small Cap Opps R3
Price$26.42
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets187.92M
Vanguard Small Cap Index I
Price$103.43
Change+$0.42 (+0.41%)
VolumeN/A
Net Assets143.36B
HOORX vs NAESX Comparison Chart
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HOORX vs. NAESX commentary
Apr 29, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. HOORX (188M). NAESX pays higher dividends than HOORX: NAESX (1.39) vs HOORX (0.00). HOORX was incepted earlier than NAESX: HOORX (9 years) vs NAESX (65 years). HOORX (1.72) is less costly to investors than NAESX (0.17). 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 : -0.36 vs. HOORX (-6.69). NAESX return over 5 years is better than : 60.12 vs. HOORX (23.17).
| HOORX | NAESX | HOORX / NAESX | |
| Total Expense Ratio | 1.66 | 0.17 | 976% |
| Annual Report Gross Expense Ratio | 1.72 | 0.17 | 1,012% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | -11.836 | -10.465 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 1.39 | - |
| Returns for 1 year | -6.69 | -0.36 | 1,856% |
| Returns for 3 years | -4.73 | 11.38 | -42% |
| Returns for 5 years | 23.17 | 60.12 | 39% |
| Returns for 10 years | N/A | 84.43 | - |