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SCUVX vs VSMAX
SCUVX vs VSMAX Comparison
Open Charts SCUVX vs VSMAX
Hartford Schroders US Small Cap Opps A
Price$24.85
Change+$0.13 (+0.53%)
VolumeN/A
Net Assets183.02M
Vanguard Small Cap Index Admiral Shares
Price$99.27
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
SCUVX vs VSMAX Comparison Chart
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SCUVX vs. VSMAX commentary
Apr 18, 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 SCUVX is a Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. SCUVX (183M). VSMAX pays higher dividends than SCUVX: VSMAX (1.52) vs SCUVX (0.00). SCUVX was incepted earlier than VSMAX: SCUVX (19 years) vs VSMAX (24 years). SCUVX (1.40) is less costly to investors than VSMAX (0.05). SCUVX is a more actively managed with annual turnover of: 42.00 vs. VSMAX (12.00). SCUVX has a lower initial minimum investment than VSMAX: SCUVX (2000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : -2.40 vs. SCUVX (-7.86). VSMAX return over 5 years is better than : 66.89 vs. SCUVX (33.05).
| SCUVX | VSMAX | SCUVX / VSMAX | |
| Total Expense Ratio | 1.36 | 0.05 | 2,720% |
| Annual Report Gross Expense Ratio | 1.40 | 0.05 | 2,800% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | -14.552 | -14.455 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | -7.86 | -2.40 | 328% |
| Returns for 3 years | -11.14 | 0.56 | -2,001% |
| Returns for 5 years | 33.05 | 66.89 | 49% |
| Returns for 10 years | -3.18 | 73.68 | -4% |
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