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HSMAX vs VSCAX
HSMAX vs VSCAX Comparison
Open Charts HSMAX vs VSCAX
Hartford Small Cap Value A
Price$12.89
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets186.64M
Invesco Small Cap Value A
Price$25.33
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets7.33B
HSMAX vs VSCAX Comparison Chart in %
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HSMAX vs. VSCAX commentary
Sep 09, 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 HSMAX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. HSMAX (187M). HSMAX pays higher dividends than VSCAX: HSMAX (1.32) vs VSCAX (0.32). HSMAX was incepted earlier than VSCAX: HSMAX (21 years) vs VSCAX (26 years). HSMAX (1.33) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. HSMAX (46.00). HSMAX (6%) and VSCAX (6%) have equivalent initial investment costs. VSCAX has a lower initial minimum investment than HSMAX: VSCAX (1000) vs HSMAX (2000). VSCAX annual gain was more profitable for investors over the last year : 12.12 vs. HSMAX (4.51). VSCAX return over 5 years is better than : 116.87 vs. HSMAX (63.25).
| HSMAX | VSCAX | HSMAX / VSCAX | |
| Total Expense Ratio | 1.31 | 1.12 | 117% |
| Annual Report Gross Expense Ratio | 1.33 | 1.12 | 119% |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | 1.893 | 7.614 | 25% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 7.33B | 3% |
| Annual Yield % from dividends | 1.32 | 0.32 | 407% |
| Returns for 1 year | 4.51 | 12.12 | 37% |
| Returns for 3 years | 25.32 | 46.81 | 54% |
| Returns for 5 years | 63.25 | 116.87 | 54% |
| Returns for 10 years | 12.02 | 36.89 | 33% |
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