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HSMFX vs VSCAX
HSMFX vs VSCAX Comparison
Open Charts HSMFX vs VSCAX
Hartford Small Cap Value F
Price$12.34
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
HSMFX vs VSCAX Comparison Chart in %
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HSMFX 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 HSMFX is a Buy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. HSMFX (183M). HSMFX pays higher dividends than VSCAX: HSMFX (1.96) vs VSCAX (0.35). HSMFX was incepted earlier than VSCAX: HSMFX (8 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than HSMFX (0.89). HSMFX is a more actively managed with annual turnover of: 46.00 vs. VSCAX (40.00). VSCAX has a lower initial minimum investment than HSMFX: VSCAX (1000) vs HSMFX (1000000). HSMFX annual gain was more profitable for investors over the last year : 6.98 vs. VSCAX (5.03). VSCAX return over 5 years is better than : 135.31 vs. HSMFX (74.66).
| HSMFX | VSCAX | HSMFX / VSCAX | |
| Total Expense Ratio | 0.81 | 1.12 | 72% |
| Annual Report Gross Expense Ratio | 0.89 | 1.12 | 79% |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | -2.605 | 2.722 | -96% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 6.97B | 3% |
| Annual Yield % from dividends | 1.96 | 0.35 | 568% |
| Returns for 1 year | 6.98 | 5.03 | 139% |
| Returns for 3 years | 20.84 | 43.85 | 48% |
| Returns for 5 years | 74.66 | 135.31 | 55% |
| Returns for 10 years | N/A | 20.55 | - |
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