Interact to see
Advertisement
Advertisement
HSMRX vs VSCAX
HSMRX vs VSCAX Comparison
Open Charts HSMRX vs VSCAX
Hartford Small Cap Value R3
Price$12.48
Change+$0.06 (+0.48%)
VolumeN/A
Net Assets174.69M
Invesco Small Cap Value A
Price$24.11
Change+$0.15 (+0.63%)
VolumeN/A
Net Assets6.94B
HSMRX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HSMRX vs. VSCAX commentary
Aug 11, 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 HSMRX is a StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.94B vs. HSMRX (175M). HSMRX pays higher dividends than VSCAX: HSMRX (1.14) vs VSCAX (0.34). HSMRX was incepted earlier than VSCAX: HSMRX (14 years) vs VSCAX (26 years). HSMRX (1.61) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. HSMRX (46.00). HSMRX has a lower initial minimum investment than VSCAX: HSMRX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 10.66 vs. HSMRX (-0.35). VSCAX return over 5 years is better than : 107.90 vs. HSMRX (49.12).
| HSMRX | VSCAX | HSMRX / VSCAX | |
| Total Expense Ratio | 1.51 | 1.12 | 135% |
| Annual Report Gross Expense Ratio | 1.61 | 1.12 | 144% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -6.587 | 2.552 | -258% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 6.94B | 3% |
| Annual Yield % from dividends | 1.14 | 0.34 | 336% |
| Returns for 1 year | -0.35 | 10.66 | -3% |
| Returns for 3 years | 8.14 | 35.86 | 23% |
| Returns for 5 years | 49.12 | 107.90 | 46% |
| Returns for 10 years | -0.50 | 24.79 | -2% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SCHLX | 38.42 | 0.26 | +0.68% |
| DWS Health and Wellness S | |||
| EIVIX | 14.53 | 0.07 | +0.48% |
| Allspring Special Large Cap Value Inst | |||
| OISGX | 14.03 | 0.01 | +0.07% |
| Optimum Small-Mid Cap Growth Instl | |||
| MEMJX | 41.97 | -0.13 | -0.31% |
| MFS Emerging Markets Equity R6 | |||
| GCEJX | 9.77 | -0.06 | -0.61% |
| Goldman Sachs Clean Energy Income Inv | |||