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HSMRX vs VSCAX
HSMRX vs VSCAX Comparison
Open Charts HSMRX vs VSCAX
Hartford Small Cap Value R3
Price$13.58
Change+$0.13 (+0.97%)
VolumeN/A
Net Assets229.56M
Invesco Small Cap Value A
Price$27.14
Change+$0.16 (+0.59%)
VolumeN/A
Net Assets8.84B
HSMRX vs VSCAX Comparison Chart in %
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HSMRX vs. VSCAX commentary
Jan 15, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.84B vs. HSMRX (230M). HSMRX pays higher dividends than VSCAX: HSMRX (0.65) vs VSCAX (0.25). 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 : 13.42 vs. HSMRX (4.20). VSCAX return over 5 years is better than : 60.33 vs. HSMRX (19.99).
| 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 | 5.928 | 7.230 | 82% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230M | 8.84B | 3% |
| Annual Yield % from dividends | 0.65 | 0.25 | 256% |
| Returns for 1 year | 4.20 | 13.42 | 31% |
| Returns for 3 years | 19.89 | 49.33 | 40% |
| Returns for 5 years | 19.99 | 60.33 | 33% |
| Returns for 10 years | 39.18 | 99.03 | 40% |
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