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HOOSX vs NAESX
HOOSX vs NAESX Comparison
Open Charts HOOSX vs NAESX
Hartford Schroders US Small Cap Opps R4
Price$29.17
Change-$0.54 (-1.82%)
VolumeN/A
Net Assets200.24M
Vanguard Small Cap Index I
Price$115.32
Change+$0.75 (+0.65%)
VolumeN/A
Net Assets153.28B
HOOSX vs NAESX Comparison Chart in %
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HOOSX vs. NAESX commentary
Jul 17, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. HOOSX (200M). NAESX pays higher dividends than HOOSX: NAESX (1.28) 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: 50.00 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 : 2.40 vs. HOOSX (-4.93). NAESX return over 5 years is better than : 61.97 vs. HOOSX (29.57).
| 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 | -3.130 | -0.351 | 893% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 200M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | -4.93 | 2.40 | -205% |
| Returns for 3 years | 13.44 | 34.84 | 39% |
| Returns for 5 years | 29.57 | 61.97 | 48% |
| Returns for 10 years | N/A | 103.02 | - |
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