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HSEIX vs VSCAX
HSEIX vs VSCAX Comparison
Open Charts HSEIX vs VSCAX
Hartford Small Cap Value I
Price$12.35
Change+$0.08 (+0.65%)
VolumeN/A
Net Assets182.64M
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
HSEIX vs VSCAX Comparison Chart in %
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HSEIX vs. VSCAX 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 HSEIX is a Buy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. HSEIX (183M). HSEIX pays higher dividends than VSCAX: HSEIX (1.74) vs VSCAX (0.35). HSEIX was incepted earlier than VSCAX: HSEIX (10 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than HSEIX (1.03). HSEIX is a more actively managed with annual turnover of: 46.00 vs. VSCAX (40.00). VSCAX has a lower initial minimum investment than HSEIX: VSCAX (1000) vs HSEIX (2000). HSEIX annual gain was more profitable for investors over the last year : 6.76 vs. VSCAX (5.03). VSCAX return over 5 years is better than : 135.31 vs. HSEIX (73.38).
| HSEIX | VSCAX | HSEIX / VSCAX | |
| Total Expense Ratio | 1.01 | 1.12 | 90% |
| Annual Report Gross Expense Ratio | 1.03 | 1.12 | 92% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -2.756 | 2.722 | -101% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 6.97B | 3% |
| Annual Yield % from dividends | 1.74 | 0.35 | 505% |
| Returns for 1 year | 6.76 | 5.03 | 134% |
| Returns for 3 years | 20.09 | 43.85 | 46% |
| Returns for 5 years | 73.38 | 135.31 | 54% |
| Returns for 10 years | 2.50 | 20.55 | 12% |
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