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HOOTX vs NAESX
HOOTX vs NAESX Comparison
Open Charts HOOTX vs NAESX
Hartford Schroders US Small Cap Opps R5
Price$26.58
Change+$0.28 (+1.06%)
VolumeN/A
Net Assets181.06M
Vanguard Small Cap Index I
Price$98.59
Change+$1.38 (+1.42%)
VolumeN/A
Net Assets143.36B
HOOTX vs NAESX Comparison Chart
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HOOTX vs. NAESX commentary
Apr 12, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. HOOTX (181M). NAESX pays higher dividends than HOOTX: NAESX (1.39) vs HOOTX (0.00). HOOTX was incepted earlier than NAESX: HOOTX (8 years) vs NAESX (65 years). HOOTX (1.12) is less costly to investors than NAESX (0.17). 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 : -7.81 vs. HOOTX (-11.77). NAESX return over 5 years is better than : 63.69 vs. HOOTX (31.02).
| HOOTX | NAESX | HOOTX / NAESX | |
| Total Expense Ratio | 1.06 | 0.17 | 624% |
| Annual Report Gross Expense Ratio | 1.12 | 0.17 | 659% |
| Fund Existence | 8 years | 65 years | - |
| Gain YTD | -15.570 | -15.507 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 1.39 | - |
| Returns for 1 year | -11.77 | -7.81 | 151% |
| Returns for 3 years | -10.64 | -0.30 | 3,600% |
| Returns for 5 years | 31.02 | 63.69 | 49% |
| Returns for 10 years | N/A | 70.97 | - |
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