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HSMSX vs VSCAX
HSMSX vs VSCAX Comparison
Open Charts HSMSX vs VSCAX
Hartford Small Cap Value R4
Price$13.33
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets220.98M
Invesco Small Cap Value A
Price$25.81
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets8.32B
HSMSX vs VSCAX Comparison Chart in %
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HSMSX vs. VSCAX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.32B vs. HSMSX (221M). HSMSX pays higher dividends than VSCAX: HSMSX (1.35) vs VSCAX (0.31). 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). 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 : 8.99 vs. HSMSX (-1.95). VSCAX return over 5 years is better than : 66.53 vs. HSMSX (26.49).
| 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 | -1.913 | 9.783 | -20% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221M | 8.32B | 3% |
| Annual Yield % from dividends | 1.35 | 0.31 | 441% |
| Returns for 1 year | -1.95 | 8.99 | -22% |
| Returns for 3 years | 24.90 | 49.97 | 50% |
| Returns for 5 years | 26.49 | 66.53 | 40% |
| Returns for 10 years | 20.57 | 58.45 | 35% |
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