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HOOSX vs NAESX
HOOSX vs NAESX Comparison
Open Charts HOOSX vs NAESX
Hartford Schroders US Small Cap Opps R4
Price$28.45
Change+$0.32 (+1.14%)
VolumeN/A
Net Assets192.87M
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
HOOSX vs NAESX Comparison Chart
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HOOSX vs. NAESX commentary
Jun 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 HOOSX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. HOOSX (193M). NAESX pays higher dividends than HOOSX: NAESX (1.35) vs HOOSX (0.00). HOOSX was incepted earlier than NAESX: HOOSX (9 years) vs NAESX (65 years). HOOSX (1.42) is less costly to investors than NAESX (0.17). HOOSX is a more actively managed with annual turnover of: 42.00 vs. NAESX (13.00). HOOSX has a lower initial minimum investment than NAESX: HOOSX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 5.13 vs. HOOSX (-5.03). NAESX return over 5 years is better than : 52.20 vs. HOOSX (18.14).
| HOOSX | NAESX | HOOSX / NAESX | |
| Total Expense Ratio | 1.35 | 0.17 | 794% |
| Annual Report Gross Expense Ratio | 1.42 | 0.17 | 835% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | -8.282 | -4.086 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -5.03 | 5.13 | -98% |
| Returns for 3 years | -3.37 | 16.63 | -20% |
| Returns for 5 years | 18.14 | 52.20 | 35% |
| Returns for 10 years | N/A | 96.08 | - |