Ad is loading...
HOOYX vs NAESX
HOOYX vs NAESX Comparison
Open Charts HOOYX vs NAESX
Hartford Schroders US Small Cap Opps Y
Price$31.17
Change-$0.66 (-2.07%)
VolumeN/A
Net Assets217.82M
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
HOOYX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HOOYX 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 HOOYX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. HOOYX (218M). NAESX pays higher dividends than HOOYX: NAESX (1.31) vs HOOYX (0.13). HOOYX was incepted earlier than NAESX: HOOYX (8 years) vs NAESX (64 years). HOOYX is a more actively managed with annual turnover of: 42.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than HOOYX: NAESX (3000) vs HOOYX (250000). NAESX annual gain was more profitable for investors over the last year : 11.22 vs. HOOYX (4.88). NAESX return over 5 years is better than : 44.30 vs. HOOYX (13.99).
| HOOYX | NAESX | HOOYX / 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 | -0.032 | -0.321 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218M | 161B | 0% |
| Annual Yield % from dividends | 0.13 | 1.31 | 10% |
| Returns for 1 year | 4.88 | 11.22 | 43% |
| Returns for 3 years | 3.97 | 18.76 | 21% |
| Returns for 5 years | 13.99 | 44.30 | 32% |
| Returns for 10 years | N/A | 105.17 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...