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HSMRX vs VSCAX
HSMRX vs VSCAX Comparison
Open Charts HSMRX vs VSCAX
Hartford Small Cap Value R3
Price$13.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets186.49M
Invesco Small Cap Value A
Price$25.74
Change+$0.11 (+0.43%)
VolumeN/A
Net Assets7.44B
HSMRX vs VSCAX Comparison Chart in %
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HSMRX vs. VSCAX commentary
Sep 16, 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.44B vs. HSMRX (186M). HSMRX pays higher dividends than VSCAX: HSMRX (1.06) 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 : 11.27 vs. HSMRX (6.44). VSCAX return over 5 years is better than : 120.26 vs. HSMRX (70.49).
| 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 | 1.272 | 9.017 | 14% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 7.44B | 3% |
| Annual Yield % from dividends | 1.06 | 0.32 | 329% |
| Returns for 1 year | 6.44 | 11.27 | 57% |
| Returns for 3 years | 22.36 | 47.88 | 47% |
| Returns for 5 years | 70.49 | 120.26 | 59% |
| Returns for 10 years | 12.13 | 42.33 | 29% |
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