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HSMRX vs VSCAX
HSMRX vs VSCAX Comparison
Open Charts HSMRX vs VSCAX
Hartford Small Cap Value R3
Price$13.64
Change+$0.58 (+4.44%)
VolumeN/A
Net Assets235.12M
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
HSMRX vs VSCAX Comparison Chart in %
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HSMRX vs. VSCAX commentary
Feb 04, 2026
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 HSMRX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. HSMRX (235M). HSMRX pays higher dividends than VSCAX: HSMRX (0.62) vs VSCAX (0.23). HSMRX was incepted earlier than VSCAX: HSMRX (14 years) vs VSCAX (27 years). HSMRX (1.61) is less costly to investors than VSCAX (1.10). HSMRX is a more actively managed with annual turnover of: 60.00 vs. VSCAX (52.00). HSMRX has a lower initial minimum investment than VSCAX: HSMRX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 18.26 vs. HSMRX (4.03). VSCAX return over 5 years is better than : 68.92 vs. HSMRX (18.52).
| HSMRX | VSCAX | HSMRX / VSCAX | |
| Total Expense Ratio | 1.51 | 1.10 | 137% |
| Annual Report Gross Expense Ratio | 1.61 | 1.10 | 146% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 6.396 | 12.643 | 51% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235M | 9.42B | 2% |
| Annual Yield % from dividends | 0.62 | 0.23 | 268% |
| Returns for 1 year | 4.03 | 18.26 | 22% |
| Returns for 3 years | 12.95 | 51.27 | 25% |
| Returns for 5 years | 18.52 | 68.92 | 27% |
| Returns for 10 years | 43.98 | 108.32 | 41% |
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