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HSMSX vs VSCAX
HSMSX vs VSCAX Comparison
Open Charts HSMSX vs VSCAX
Hartford Small Cap Value R4
Price$13.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets186.1M
Invesco Small Cap Value A
Price$26.07
Change+$0.20 (+0.77%)
VolumeN/A
Net Assets7.57B
HSMSX vs VSCAX Comparison Chart in %
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HSMSX vs. VSCAX commentary
Oct 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 HSMSX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.57B vs. HSMSX (186M). HSMSX pays higher dividends than VSCAX: HSMSX (1.33) 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 : 5.21 vs. HSMSX (-2.43). VSCAX return over 5 years is better than : 108.35 vs. HSMSX (52.50).
| 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 | -3.238 | 10.038 | -32% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 7.57B | 2% |
| Annual Yield % from dividends | 1.33 | 0.32 | 420% |
| Returns for 1 year | -2.43 | 5.21 | -47% |
| Returns for 3 years | 23.55 | 57.53 | 41% |
| Returns for 5 years | 52.50 | 108.35 | 48% |
| Returns for 10 years | 10.33 | 41.49 | 25% |
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