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HSMSX vs VSCAX
HSMSX vs VSCAX Comparison
Open Charts HSMSX vs VSCAX
Hartford Small Cap Value R4
Price$12.16
Change-$0.31 (-2.49%)
VolumeN/A
Net Assets168.95M
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.48B
HSMSX vs VSCAX Comparison Chart
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HSMSX vs. VSCAX commentary
Jun 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.48B vs. HSMSX (169M). HSMSX pays higher dividends than VSCAX: HSMSX (1.47) vs VSCAX (0.37). 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). VSCAX annual gain was more profitable for investors over the last year : 0.16 vs. HSMSX (-1.08). VSCAX return over 5 years is better than : 116.10 vs. HSMSX (58.34).
| 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 | -10.522 | -3.573 | 295% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 6.48B | 3% |
| Annual Yield % from dividends | 1.47 | 0.37 | 401% |
| Returns for 1 year | -1.08 | 0.16 | -693% |
| Returns for 3 years | 11.14 | 29.03 | 38% |
| Returns for 5 years | 58.34 | 116.10 | 50% |
| Returns for 10 years | -6.04 | 10.55 | -57% |
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