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HOOYX vs NAESX
HOOYX vs NAESX Comparison
Open Charts HOOYX vs NAESX
Hartford Schroders US Small Cap Opps Y
Price$30.29
Change+$0.10 (+0.33%)
VolumeN/A
Net Assets185.16M
Vanguard Small Cap Index I
Price$118.15
Change+$0.31 (+0.26%)
VolumeN/A
Net Assets154.18B
HOOYX vs NAESX Comparison Chart in %
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HOOYX vs. NAESX commentary
Aug 20, 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 HOOYX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. HOOYX (185M). NAESX pays higher dividends than HOOYX: NAESX (1.25) vs HOOYX (0.00). HOOYX was incepted earlier than NAESX: HOOYX (9 years) vs NAESX (65 years). HOOYX (1.11) is less costly to investors than NAESX (0.17). HOOYX is a more actively managed with annual turnover of: 50.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than HOOYX: NAESX (3000) vs HOOYX (250000). NAESX annual gain was more profitable for investors over the last year : 9.28 vs. HOOYX (-2.54). NAESX return over 5 years is better than : 58.80 vs. HOOYX (22.94).
| HOOYX | NAESX | HOOYX / NAESX | |
| Total Expense Ratio | 1.05 | 0.17 | 618% |
| Annual Report Gross Expense Ratio | 1.11 | 0.17 | 653% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | -2.854 | 2.763 | -103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 154B | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | -2.54 | 9.28 | -27% |
| Returns for 3 years | 4.66 | 24.25 | 19% |
| Returns for 5 years | 22.94 | 58.80 | 39% |
| Returns for 10 years | N/A | 124.92 | - |
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