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HOOCX vs NAESX
HOOCX vs NAESX Comparison
Open Charts HOOCX vs NAESX
Hartford Schroders US Small Cap Opps C
Price$27.54
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets201.83M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
HOOCX vs NAESX Comparison Chart in %
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HOOCX vs. NAESX commentary
Jul 07, 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 HOOCX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. HOOCX (202M). NAESX pays higher dividends than HOOCX: NAESX (1.28) vs HOOCX (0.00). HOOCX was incepted earlier than NAESX: HOOCX (9 years) vs NAESX (65 years). HOOCX (2.16) is less costly to investors than NAESX (0.17). HOOCX is a more actively managed with annual turnover of: 42.00 vs. NAESX (13.00). HOOCX has a lower initial minimum investment than NAESX: HOOCX (2000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. HOOCX (-0.25). NAESX return over 5 years is better than : 69.32 vs. HOOCX (27.21).
| HOOCX | NAESX | HOOCX / NAESX | |
| Total Expense Ratio | 2.10 | 0.17 | 1,235% |
| Annual Report Gross Expense Ratio | 2.16 | 0.17 | 1,271% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | -3.199 | 1.432 | -223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 202M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | -0.25 | 12.22 | -2% |
| Returns for 3 years | 9.76 | 37.83 | 26% |
| Returns for 5 years | 27.21 | 69.32 | 39% |
| Returns for 10 years | N/A | 108.83 | - |
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