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HSMSX vs VSCAX
HSMSX vs VSCAX Comparison
Open Charts HSMSX vs VSCAX
Hartford Small Cap Value R4
Price$13.14
Change-$0.12 (-0.90%)
VolumeN/A
Net Assets180.21M
Invesco Small Cap Value A
Price$24.37
Change-$0.23 (-0.93%)
VolumeN/A
Net Assets7.09B
HSMSX vs VSCAX Comparison Chart in %
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HSMSX vs. VSCAX commentary
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.09B vs. HSMSX (180M). HSMSX pays higher dividends than VSCAX: HSMSX (1.42) vs VSCAX (0.34). HSMSX was incepted earlier than VSCAX: HSMSX (14 years) vs VSCAX (26 years). HSMSX (1.31) is less costly to investors than VSCAX (1.12). 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 : 7.50 vs. HSMSX (0.90). VSCAX return over 5 years is better than : 107.36 vs. HSMSX (53.40).
| HSMSX | VSCAX | HSMSX / VSCAX | |
| Total Expense Ratio | 1.21 | 1.12 | 108% |
| Annual Report Gross Expense Ratio | 1.31 | 1.12 | 117% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -3.311 | 4.636 | -71% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 7.09B | 3% |
| Annual Yield % from dividends | 1.42 | 0.34 | 417% |
| Returns for 1 year | 0.90 | 7.50 | 12% |
| Returns for 3 years | 6.47 | 32.21 | 20% |
| Returns for 5 years | 53.40 | 107.36 | 50% |
| Returns for 10 years | 5.75 | 28.04 | 21% |
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