HOOCX
Price
$28.24
Change
+$0.30 (+1.07%)
Updated
Sep 26 closing price
Net Assets
180.38M
NAESX
Price
$122.10
Change
+$1.17 (+0.97%)
Updated
Sep 26 closing price
Net Assets
161.26B
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HOOCX vs NAESX

Header iconHOOCX vs NAESX Comparison
Open Charts HOOCX vs NAESXBanner chart's image
Hartford Schroders US Small Cap Opps C
Price$28.24
Change+$0.30 (+1.07%)
VolumeN/A
Net Assets180.38M
Vanguard Small Cap Index I
Price$122.10
Change+$1.17 (+0.97%)
VolumeN/A
Net Assets161.26B
HOOCX vs NAESX Comparison Chart in %
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HOOCX vs. NAESX commentary
Sep 29, 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 Hold and NAESX is a Buy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. HOOCX (180M). NAESX pays higher dividends than HOOCX: NAESX (1.20) 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: 50.00 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 : 8.00 vs. HOOCX (-4.43). NAESX return over 5 years is better than : 71.48 vs. HOOCX (26.92).
HOOCXNAESXHOOCX / NAESX
Total Expense Ratio2.100.171,235%
Annual Report Gross Expense Ratio2.160.171,271%
Fund Existence9 years65 years-
Gain YTD-0.7386.199-12%
Front LoadN/AN/A-
Min. Initial Investment2000300067%
Min. Initial Investment IRAN/AN/A-
Net Assets180M161B0%
Annual Yield % from dividends0.001.20-
Returns for 1 year-4.438.00-55%
Returns for 3 years21.7250.6643%
Returns for 5 years26.9271.4838%
Returns for 10 yearsN/A148.14-
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