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HSMSX vs VSCAX
HSMSX vs VSCAX Comparison
Open Charts HSMSX vs VSCAX
Hartford Small Cap Value R4
Price$13.89
Change+$0.57 (+4.28%)
VolumeN/A
Net Assets235.12M
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
HSMSX vs VSCAX Comparison Chart in %
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HSMSX vs. VSCAX commentary
Feb 05, 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 HSMSX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. HSMSX (235M). HSMSX pays higher dividends than VSCAX: HSMSX (0.87) vs VSCAX (0.23). HSMSX was incepted earlier than VSCAX: HSMSX (14 years) vs VSCAX (27 years). HSMSX (1.31) is less costly to investors than VSCAX (1.10). HSMSX is a more actively managed with annual turnover of: 60.00 vs. VSCAX (52.00). 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 : 18.26 vs. HSMSX (4.41). VSCAX return over 5 years is better than : 68.92 vs. HSMSX (20.63).
| 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 | 27 years | - |
| Gain YTD | 6.437 | 12.643 | 51% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235M | 9.42B | 2% |
| Annual Yield % from dividends | 0.87 | 0.23 | 379% |
| Returns for 1 year | 4.41 | 18.26 | 24% |
| Returns for 3 years | 14.12 | 51.27 | 28% |
| Returns for 5 years | 20.63 | 68.92 | 30% |
| Returns for 10 years | 48.49 | 108.32 | 45% |
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