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HOORX vs NAESX
HOORX vs NAESX Comparison
Open Charts HOORX vs NAESX
Hartford Schroders US Small Cap Opps R3
Price$27.29
Change-$0.45 (-1.62%)
VolumeN/A
Net Assets191.12M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
HOORX vs NAESX Comparison Chart
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HOORX vs. NAESX commentary
Jun 16, 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 HOORX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. HOORX (191M). NAESX pays higher dividends than HOORX: NAESX (1.35) vs HOORX (0.00). HOORX was incepted earlier than NAESX: HOORX (9 years) vs NAESX (65 years). HOORX (1.72) is less costly to investors than NAESX (0.17). HOORX is a more actively managed with annual turnover of: 42.00 vs. NAESX (13.00). HOORX has a lower initial minimum investment than NAESX: HOORX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. HOORX (-4.48). NAESX return over 5 years is better than : 63.19 vs. HOORX (26.46).
| HOORX | NAESX | HOORX / NAESX | |
| Total Expense Ratio | 1.65 | 0.17 | 971% |
| Annual Report Gross Expense Ratio | 1.72 | 0.17 | 1,012% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | -8.760 | -4.390 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -4.48 | 5.19 | -86% |
| Returns for 3 years | 5.49 | 31.28 | 18% |
| Returns for 5 years | 26.46 | 63.19 | 42% |
| Returns for 10 years | N/A | 92.88 | - |
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