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HOOTX vs NAESX
HOOTX vs NAESX Comparison
Open Charts HOOTX vs NAESX
Hartford Schroders US Small Cap Opps R5
Price$31.14
Change-$0.66 (-2.08%)
VolumeN/A
Net Assets222.36M
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
HOOTX vs NAESX Comparison Chart
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HOOTX vs. NAESX commentary
Feb 23, 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 HOOTX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. HOOTX (222M). NAESX pays higher dividends than HOOTX: NAESX (1.31) vs HOOTX (0.13). HOOTX was incepted earlier than NAESX: HOOTX (8 years) vs NAESX (64 years). HOOTX is a more actively managed with annual turnover of: 42.00 vs. NAESX (12.00). HOOTX has a lower initial minimum investment than NAESX: HOOTX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 14.23 vs. HOOTX (7.11). NAESX return over 5 years is better than : 48.20 vs. HOOTX (16.38).
| HOOTX | NAESX | HOOTX / 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 | 2.087 | 2.371 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 161B | 0% |
| Annual Yield % from dividends | 0.13 | 1.31 | 10% |
| Returns for 1 year | 7.11 | 14.23 | 50% |
| Returns for 3 years | 6.17 | 21.97 | 28% |
| Returns for 5 years | 16.38 | 48.20 | 34% |
| Returns for 10 years | N/A | 110.71 | - |
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