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HSMAX vs VSCAX
HSMAX vs VSCAX Comparison
Open Charts HSMAX vs VSCAX
Hartford Small Cap Value A
Price$12.26
Change-$0.11 (-0.89%)
VolumeN/A
Net Assets180.21M
Invesco Small Cap Value A
Price$24.37
Change-$0.23 (-0.93%)
VolumeN/A
Net Assets7.09B
HSMAX vs VSCAX Comparison Chart in %
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HSMAX vs. VSCAX commentary
Aug 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 HSMAX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.09B vs. HSMAX (180M). HSMAX pays higher dividends than VSCAX: HSMAX (1.41) vs VSCAX (0.34). HSMAX was incepted earlier than VSCAX: HSMAX (21 years) vs VSCAX (26 years). HSMAX (1.33) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. HSMAX (46.00). HSMAX (6%) and VSCAX (6%) have equivalent initial investment costs. VSCAX has a lower initial minimum investment than HSMAX: VSCAX (1000) vs HSMAX (2000). VSCAX annual gain was more profitable for investors over the last year : 7.50 vs. HSMAX (0.61). VSCAX return over 5 years is better than : 107.36 vs. HSMAX (51.08).
| HSMAX | VSCAX | HSMAX / VSCAX | |
| Total Expense Ratio | 1.31 | 1.12 | 117% |
| Annual Report Gross Expense Ratio | 1.33 | 1.12 | 119% |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | -3.312 | 4.636 | -71% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 7.09B | 3% |
| Annual Yield % from dividends | 1.41 | 0.34 | 415% |
| Returns for 1 year | 0.61 | 7.50 | 8% |
| Returns for 3 years | 5.38 | 32.21 | 17% |
| Returns for 5 years | 51.08 | 107.36 | 48% |
| Returns for 10 years | 1.84 | 28.04 | 7% |
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