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HOOSX vs NAESX
HOOSX vs NAESX Comparison
Open Charts HOOSX vs NAESX
Hartford Schroders US Small Cap Opps R4
Price$31.04
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets191.63M
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
HOOSX vs NAESX Comparison Chart in %
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HOOSX vs. NAESX commentary
Sep 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. HOOSX (192M). NAESX pays higher dividends than HOOSX: NAESX (1.20) 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: 50.00 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 : 13.62 vs. HOOSX (0.98). NAESX return over 5 years is better than : 66.60 vs. HOOSX (27.79).
| HOOSX | NAESX | HOOSX / NAESX | |
| Total Expense Ratio | 1.35 | 0.17 | 794% |
| Annual Report Gross Expense Ratio | 1.42 | 0.17 | 835% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | 1.206 | 6.494 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.20 | - |
| Returns for 1 year | 0.98 | 13.62 | 7% |
| Returns for 3 years | 18.47 | 39.23 | 47% |
| Returns for 5 years | 27.79 | 66.60 | 42% |
| Returns for 10 years | N/A | 132.36 | - |
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