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HSMSX vs VSCAX
HSMSX vs VSCAX Comparison
Open Charts HSMSX vs VSCAX
Hartford Small Cap Value R4
Price$13.21
Change+$0.09 (+0.69%)
VolumeN/A
Net Assets182.64M
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
HSMSX vs VSCAX Comparison Chart in %
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HSMSX vs. VSCAX commentary
Jul 08, 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 Buy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. HSMSX (183M). 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). HSMSX is a more actively managed with annual turnover of: 46.00 vs. VSCAX (40.00). HSMSX has a lower initial minimum investment than VSCAX: HSMSX (0) vs VSCAX (1000). HSMSX annual gain was more profitable for investors over the last year : 6.77 vs. VSCAX (5.03). VSCAX return over 5 years is better than : 135.31 vs. HSMSX (73.74).
| 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 | -2.796 | 2.722 | -103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 6.97B | 3% |
| Annual Yield % from dividends | 1.43 | 0.35 | 416% |
| Returns for 1 year | 6.77 | 5.03 | 135% |
| Returns for 3 years | 20.21 | 43.85 | 46% |
| Returns for 5 years | 73.74 | 135.31 | 54% |
| Returns for 10 years | 3.88 | 20.55 | 19% |
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