Interact to see
Advertisement
Advertisement
HSMRX vs VSCAX
HSMRX vs VSCAX Comparison
Open Charts HSMRX vs VSCAX
Hartford Small Cap Value R3
Price$12.96
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets183.55M
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.55B
HSMRX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HSMRX vs. VSCAX commentary
Oct 19, 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 Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.55B vs. HSMRX (184M). HSMRX pays higher dividends than VSCAX: HSMRX (1.07) vs VSCAX (0.32). HSMRX was incepted earlier than VSCAX: HSMRX (14 years) vs VSCAX (26 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 : 2.33 vs. HSMRX (-4.30). VSCAX return over 5 years is better than : 106.26 vs. HSMRX (51.71).
| 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 | 26 years | - |
| Gain YTD | -2.994 | 8.932 | -34% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 7.55B | 2% |
| Annual Yield % from dividends | 1.07 | 0.32 | 338% |
| Returns for 1 year | -4.30 | 2.33 | -184% |
| Returns for 3 years | 18.45 | 49.64 | 37% |
| Returns for 5 years | 51.71 | 106.26 | 49% |
| Returns for 10 years | 7.66 | 39.02 | 20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers