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HOORX vs NAESX
HOORX vs NAESX Comparison
Open Charts HOORX vs NAESX
Hartford Schroders US Small Cap Opps R3
Price$29.02
Change+$0.20 (+0.69%)
VolumeN/A
Net Assets201.83M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
HOORX vs NAESX Comparison Chart in %
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HOORX vs. NAESX commentary
Jul 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 HOORX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. HOORX (202M). NAESX pays higher dividends than HOORX: NAESX (1.28) 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: 50.00 vs. NAESX (13.00). 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 : 12.22 vs. HOORX (0.52). NAESX return over 5 years is better than : 69.32 vs. HOORX (31.07).
| HOORX | NAESX | HOORX / NAESX | |
| Total Expense Ratio | 1.65 | 0.17 | 971% |
| Annual Report Gross Expense Ratio | 1.72 | 0.17 | 1,012% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | -2.976 | 1.432 | -208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 202M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | 0.52 | 12.22 | 4% |
| Returns for 3 years | 11.66 | 37.83 | 31% |
| Returns for 5 years | 31.07 | 69.32 | 45% |
| Returns for 10 years | N/A | 108.83 | - |
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