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HSMRX vs VSCAX
HSMRX vs VSCAX Comparison
Open Charts HSMRX vs VSCAX
Hartford Small Cap Value R3
Price$12.98
Change-$0.11 (-0.84%)
VolumeN/A
Net Assets189.47M
Invesco Small Cap Value A
Price$28.57
Change+$0.22 (+0.78%)
VolumeN/A
Net Assets8.48B
HSMRX vs VSCAX Comparison Chart in %
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HSMRX vs. VSCAX commentary
Dec 13, 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 HSMRX is a StrongBuy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.48B vs. HSMRX (189M). HSMRX pays higher dividends than VSCAX: HSMRX (1.09) vs VSCAX (0.31). 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). VSCAX is a more actively managed with annual turnover of: 52.00 vs. HSMRX (46.00). 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 : 7.48 vs. HSMRX (-8.17). VSCAX return over 5 years is better than : 88.18 vs. HSMRX (26.20).
| 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 | -2.021 | 21.523 | -9% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189M | 8.48B | 2% |
| Annual Yield % from dividends | 1.09 | 0.31 | 355% |
| Returns for 1 year | -8.17 | 7.48 | -109% |
| Returns for 3 years | 20.60 | 52.50 | 39% |
| Returns for 5 years | 26.20 | 88.18 | 30% |
| Returns for 10 years | 21.39 | 80.66 | 27% |
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