HOOCX
Price
$27.54
Change
+$0.18 (+0.66%)
Updated
Jul 3 closing price
Net Assets
201.83M
NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
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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$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.

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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).
HOOCXNAESXHOOCX / NAESX
Total Expense Ratio2.100.171,235%
Annual Report Gross Expense Ratio2.160.171,271%
Fund Existence9 years65 years-
Gain YTD-3.1991.432-223%
Front LoadN/AN/A-
Min. Initial Investment2000300067%
Min. Initial Investment IRAN/AN/A-
Net Assets202M148B0%
Annual Yield % from dividends0.001.28-
Returns for 1 year-0.2512.22-2%
Returns for 3 years9.7637.8326%
Returns for 5 years27.2169.3239%
Returns for 10 yearsN/A108.83-
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