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HSMSX vs VSCAX
HSMSX vs VSCAX Comparison
Open Charts HSMSX vs VSCAX
Hartford Small Cap Value R4
Price$12.97
Change-$0.18 (-1.37%)
VolumeN/A
Net Assets183.52M
Invesco Small Cap Value A
Price$25.68
Change-$0.60 (-2.28%)
VolumeN/A
Net Assets7.75B
HSMSX vs VSCAX Comparison Chart in %
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HSMSX vs. VSCAX commentary
Nov 14, 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 HSMSX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.75B vs. HSMSX (184M). HSMSX pays higher dividends than VSCAX: HSMSX (1.38) vs VSCAX (0.32). HSMSX was incepted earlier than VSCAX: HSMSX (14 years) vs VSCAX (26 years). HSMSX (1.31) is less costly to investors than VSCAX (1.10). VSCAX is a more actively managed with annual turnover of: 52.00 vs. HSMSX (46.00). HSMSX has a lower initial minimum investment than VSCAX: HSMSX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : -0.35 vs. HSMSX (-10.14). VSCAX return over 5 years is better than : 90.72 vs. HSMSX (35.58).
| HSMSX | VSCAX | HSMSX / VSCAX | |
| Total Expense Ratio | 1.21 | 1.10 | 110% |
| Annual Report Gross Expense Ratio | 1.31 | 1.10 | 119% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -4.562 | 11.782 | -39% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 7.75B | 2% |
| Annual Yield % from dividends | 1.38 | 0.32 | 432% |
| Returns for 1 year | -10.14 | -0.35 | 2,902% |
| Returns for 3 years | 8.29 | 36.18 | 23% |
| Returns for 5 years | 35.58 | 90.72 | 39% |
| Returns for 10 years | 9.16 | 46.42 | 20% |
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