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HOOYX vs NAESX
HOOYX vs NAESX Comparison
Open Charts HOOYX vs NAESX
Hartford Schroders US Small Cap Opps Y
Price$26.89
Change+$0.29 (+1.09%)
VolumeN/A
Net Assets183.03M
Vanguard Small Cap Index I
Price$99.70
Change+$1.11 (+1.13%)
VolumeN/A
Net Assets143.36B
HOOYX vs NAESX Comparison Chart
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HOOYX vs. NAESX commentary
Apr 15, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. HOOYX (183M). NAESX pays higher dividends than HOOYX: NAESX (1.39) vs HOOYX (0.00). HOOYX was incepted earlier than NAESX: HOOYX (8 years) vs NAESX (65 years). HOOYX (1.11) is less costly to investors than NAESX (0.17). 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 : -4.80 vs. HOOYX (-9.34). NAESX return over 5 years is better than : 73.32 vs. HOOYX (39.74).
| HOOYX | NAESX | HOOYX / NAESX | |
| Total Expense Ratio | 1.06 | 0.17 | 624% |
| Annual Report Gross Expense Ratio | 1.11 | 0.17 | 653% |
| Fund Existence | 8 years | 65 years | - |
| Gain YTD | -14.689 | -14.307 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 1.39 | - |
| Returns for 1 year | -9.34 | -4.80 | 195% |
| Returns for 3 years | -10.47 | 0.12 | -8,442% |
| Returns for 5 years | 39.74 | 73.32 | 54% |
| Returns for 10 years | N/A | 74.91 | - |
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