Interact to see
Advertisement
Advertisement
HSMRX vs VSCAX
HSMRX vs VSCAX Comparison
Open Charts HSMRX vs VSCAX
Hartford Small Cap Value R3
Price$13.30
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets187.16M
Invesco Small Cap Value A
Price$26.34
Change+$0.28 (+1.07%)
VolumeN/A
Net Assets7.61B
HSMRX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HSMRX vs. VSCAX commentary
Oct 09, 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 Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.61B vs. HSMRX (187M). HSMRX pays higher dividends than VSCAX: HSMRX (1.07) vs VSCAX (0.32). 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 : 9.03 vs. HSMRX (2.48). VSCAX return over 5 years is better than : 112.98 vs. HSMRX (55.69).
| 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 | -0.898 | 12.037 | -7% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 7.61B | 2% |
| Annual Yield % from dividends | 1.07 | 0.32 | 338% |
| Returns for 1 year | 2.48 | 9.03 | 28% |
| Returns for 3 years | 25.79 | 57.36 | 45% |
| Returns for 5 years | 55.69 | 112.98 | 49% |
| Returns for 10 years | 9.98 | 42.22 | 24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement