HOOSX
Price
$29.80
Change
+$0.20 (+0.68%)
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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HOOSX vs NAESX

Header iconHOOSX vs NAESX Comparison
Open Charts HOOSX vs NAESXBanner chart's image
Hartford Schroders US Small Cap Opps R4
Price$29.80
Change+$0.20 (+0.68%)
VolumeN/A
Net Assets201.83M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
HOOSX vs NAESX Comparison Chart in %
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HOOSX 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 HOOSX is a Buy and NAESX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. HOOSX (202M). NAESX pays higher dividends than HOOSX: NAESX (1.28) vs HOOSX (0.00). HOOSX was incepted earlier than NAESX: HOOSX (9 years) vs NAESX (65 years). HOOSX (1.42) is less costly to investors than NAESX (0.17). HOOSX is a more actively managed with annual turnover of: 42.00 vs. NAESX (13.00). HOOSX has a lower initial minimum investment than NAESX: HOOSX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. HOOSX (0.95). NAESX return over 5 years is better than : 69.32 vs. HOOSX (33.39).
HOOSXNAESXHOOSX / NAESX
Total Expense Ratio1.350.17794%
Annual Report Gross Expense Ratio1.420.17835%
Fund Existence9 years65 years-
Gain YTD-2.8371.432-198%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets202M148B0%
Annual Yield % from dividends0.001.28-
Returns for 1 year0.9512.228%
Returns for 3 years12.8437.8334%
Returns for 5 years33.3969.3248%
Returns for 10 yearsN/A108.83-
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