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HSMFX vs VSCAX
HSMFX vs VSCAX Comparison
Open Charts HSMFX vs VSCAX
Hartford Small Cap Value F
Price$11.36
Change-$0.29 (-2.49%)
VolumeN/A
Net Assets168.95M
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.48B
HSMFX vs VSCAX Comparison Chart
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HSMFX vs. VSCAX commentary
Jun 16, 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 Hold and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.48B vs. HSMFX (169M). HSMFX pays higher dividends than VSCAX: HSMFX (2.01) vs VSCAX (0.37). 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). VSCAX annual gain was more profitable for investors over the last year : 0.16 vs. HSMFX (-0.84). VSCAX return over 5 years is better than : 116.10 vs. HSMFX (59.11).
| 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 | -10.339 | -3.573 | 289% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 6.48B | 3% |
| Annual Yield % from dividends | 2.01 | 0.37 | 548% |
| Returns for 1 year | -0.84 | 0.16 | -538% |
| Returns for 3 years | 11.77 | 29.03 | 41% |
| Returns for 5 years | 59.11 | 116.10 | 51% |
| Returns for 10 years | N/A | 10.55 | - |
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