Interact to see
Advertisement
Advertisement
HSMTX vs VSCAX
HSMTX vs VSCAX Comparison
Open Charts HSMTX vs VSCAX
Hartford Small Cap Value R5
Price$13.11
Change-$0.11 (-0.83%)
VolumeN/A
Net Assets180.21M
Invesco Small Cap Value A
Price$24.37
Change-$0.23 (-0.93%)
VolumeN/A
Net Assets7.03B
HSMTX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HSMTX vs. VSCAX commentary
Aug 17, 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 HSMTX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. HSMTX (180M). HSMTX pays higher dividends than VSCAX: HSMTX (1.72) vs VSCAX (0.34). HSMTX was incepted earlier than VSCAX: HSMTX (14 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than HSMTX (1.01). VSCAX is a more actively managed with annual turnover of: 52.00 vs. HSMTX (46.00). HSMTX has a lower initial minimum investment than VSCAX: HSMTX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 6.49 vs. HSMTX (1.19). VSCAX return over 5 years is better than : 105.42 vs. HSMTX (55.35).
| HSMTX | VSCAX | HSMTX / VSCAX | |
| Total Expense Ratio | 0.91 | 1.12 | 81% |
| Annual Report Gross Expense Ratio | 1.01 | 1.12 | 90% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -3.104 | 3.658 | -85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 7.03B | 3% |
| Annual Yield % from dividends | 1.72 | 0.34 | 507% |
| Returns for 1 year | 1.19 | 6.49 | 18% |
| Returns for 3 years | 7.40 | 30.98 | 24% |
| Returns for 5 years | 55.35 | 105.42 | 53% |
| Returns for 10 years | 7.88 | 26.84 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers