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HSMSX vs VSCAX
HSMSX vs VSCAX Comparison
Open Charts HSMSX vs VSCAX
Hartford Small Cap Value R4
Price$13.22
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets181.68M
Invesco Small Cap Value A
Price$24.45
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets7.03B
HSMSX vs VSCAX Comparison Chart in %
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HSMSX 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 HSMSX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. HSMSX (182M). HSMSX pays higher dividends than VSCAX: HSMSX (1.43) vs VSCAX (0.35). HSMSX was incepted earlier than VSCAX: HSMSX (14 years) vs VSCAX (26 years). HSMSX (1.31) is less costly to investors than VSCAX (1.12). 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 : 5.38 vs. HSMSX (-0.52). VSCAX return over 5 years is better than : 124.82 vs. HSMSX (67.57).
| HSMSX | VSCAX | HSMSX / VSCAX | |
| Total Expense Ratio | 1.21 | 1.12 | 108% |
| Annual Report Gross Expense Ratio | 1.31 | 1.12 | 117% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -2.723 | 3.998 | -68% |
| 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 | 1.43 | 0.35 | 416% |
| Returns for 1 year | -0.52 | 5.38 | -10% |
| Returns for 3 years | 15.56 | 42.53 | 37% |
| Returns for 5 years | 67.57 | 124.82 | 54% |
| Returns for 10 years | 5.68 | 27.85 | 20% |
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