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HOOSX vs NAESX
HOOSX vs NAESX Comparison
Open Charts HOOSX vs NAESX
Hartford Schroders US Small Cap Opps R4
Price$31.68
Change-$0.30 (-0.94%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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HOOSX vs NAESX Comparison Chart
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HOOSX vs. NAESX commentary
Sep 21, 2024
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 StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. HOOSX (266M). NAESX pays higher dividends than HOOSX: NAESX (1.31) vs HOOSX (0.00). HOOSX was incepted earlier than NAESX: HOOSX (8 years) vs NAESX (64 years). HOOSX is a more actively managed with annual turnover of: 42.00 vs. NAESX (12.00). 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 : 25.47 vs. HOOSX (20.82). NAESX return over 5 years is better than : 53.25 vs. HOOSX (18.70).
| HOOSX | NAESX | HOOSX / 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 | 9.241 | 10.861 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266M | 149B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 20.82 | 25.47 | 82% |
| Returns for 3 years | -5.52 | 8.84 | -62% |
| Returns for 5 years | 18.70 | 53.25 | 35% |
| Returns for 10 years | N/A | 120.79 | - |
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