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HSMSX vs VSCAX
HSMSX vs VSCAX Comparison
Open Charts HSMSX vs VSCAX
Hartford Small Cap Value R4
Price$12.54
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets178.01M
Invesco Small Cap Value A
Price$24.84
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets7.35B
HSMSX vs VSCAX Comparison Chart in %
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HSMSX vs. VSCAX commentary
Nov 20, 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 HSMSX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.35B vs. HSMSX (178M). HSMSX pays higher dividends than VSCAX: HSMSX (1.38) vs VSCAX (0.32). HSMSX was incepted earlier than VSCAX: HSMSX (14 years) vs VSCAX (26 years). HSMSX (1.31) is less costly to investors than VSCAX (1.10). VSCAX is a more actively managed with annual turnover of: 52.00 vs. HSMSX (46.00). HSMSX has a lower initial minimum investment than VSCAX: HSMSX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : -3.06 vs. HSMSX (-12.09). VSCAX return over 5 years is better than : 75.36 vs. HSMSX (27.38).
| HSMSX | VSCAX | HSMSX / VSCAX | |
| Total Expense Ratio | 1.21 | 1.10 | 110% |
| Annual Report Gross Expense Ratio | 1.31 | 1.10 | 119% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -7.653 | 5.657 | -135% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 7.35B | 2% |
| Annual Yield % from dividends | 1.38 | 0.32 | 432% |
| Returns for 1 year | -12.09 | -3.06 | 395% |
| Returns for 3 years | 5.37 | 30.86 | 17% |
| Returns for 5 years | 27.38 | 75.36 | 36% |
| Returns for 10 years | 4.23 | 34.62 | 12% |
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