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HSMTX vs VSCAX
HSMTX vs VSCAX Comparison
Open Charts HSMTX vs VSCAX
Hartford Small Cap Value R5
Price$12.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets173.95M
Invesco Small Cap Value A
Price$23.96
Change+$0.22 (+0.93%)
VolumeN/A
Net Assets6.83B
HSMTX vs VSCAX Comparison Chart in %
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HSMTX vs. VSCAX commentary
Aug 08, 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 HSMTX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.83B vs. HSMTX (174M). HSMTX pays higher dividends than VSCAX: HSMTX (1.72) vs VSCAX (0.34). HSMTX was incepted earlier than VSCAX: HSMTX (14 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than HSMTX (1.01). VSCAX is a more actively managed with annual turnover of: 52.00 vs. HSMTX (46.00). HSMTX has a lower initial minimum investment than VSCAX: HSMTX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 11.93 vs. HSMTX (2.06). VSCAX return over 5 years is better than : 104.71 vs. HSMTX (52.26).
| HSMTX | VSCAX | HSMTX / VSCAX | |
| Total Expense Ratio | 0.91 | 1.12 | 81% |
| Annual Report Gross Expense Ratio | 1.01 | 1.12 | 90% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -6.726 | 0.978 | -687% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 6.83B | 3% |
| Annual Yield % from dividends | 1.72 | 0.34 | 507% |
| Returns for 1 year | 2.06 | 11.93 | 17% |
| Returns for 3 years | 8.72 | 33.55 | 26% |
| Returns for 5 years | 52.26 | 104.71 | 50% |
| Returns for 10 years | 2.77 | 20.95 | 13% |
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