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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+$0.05 (+0.39%)
VolumeN/A
Net Assets181.68M
Invesco Small Cap Value A
Price$24.45
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets7.03B
HSMRX vs VSCAX Comparison Chart in %
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HSMRX vs. VSCAX commentary
Jul 28, 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 Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. HSMRX (182M). HSMRX pays higher dividends than VSCAX: HSMRX (1.15) vs VSCAX (0.35). HSMRX was incepted earlier than VSCAX: HSMRX (14 years) vs VSCAX (26 years). HSMRX (1.61) is less costly to investors than VSCAX (1.12). 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 : 5.38 vs. HSMRX (-0.89). VSCAX return over 5 years is better than : 124.82 vs. HSMRX (65.37).
| HSMRX | VSCAX | HSMRX / VSCAX | |
| Total Expense Ratio | 1.51 | 1.12 | 135% |
| Annual Report Gross Expense Ratio | 1.61 | 1.12 | 144% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -2.844 | 3.998 | -71% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 182M | 7.03B | 3% |
| Annual Yield % from dividends | 1.15 | 0.35 | 334% |
| Returns for 1 year | -0.89 | 5.38 | -17% |
| Returns for 3 years | 14.39 | 42.53 | 34% |
| Returns for 5 years | 65.37 | 124.82 | 52% |
| Returns for 10 years | 2.63 | 27.85 | 9% |
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