Interact to see
Advertisement
Advertisement
HSMTX vs VSCAX
HSMTX vs VSCAX Comparison
Open Charts HSMTX vs VSCAX
Hartford Small Cap Value R5
Price$13.19
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets181.68M
Invesco Small Cap Value A
Price$24.45
Change+$0.02 (+0.08%)
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
Jul 27, 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 (182M). HSMTX pays higher dividends than VSCAX: HSMTX (1.74) vs VSCAX (0.35). 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 : 5.38 vs. HSMTX (-0.24). VSCAX return over 5 years is better than : 124.82 vs. HSMTX (69.75).
| 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 | -2.513 | 3.998 | -63% |
| 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 | 1.74 | 0.35 | 504% |
| Returns for 1 year | -0.24 | 5.38 | -4% |
| Returns for 3 years | 16.70 | 42.53 | 39% |
| Returns for 5 years | 69.75 | 124.82 | 56% |
| Returns for 10 years | 7.81 | 27.85 | 28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HULEX | 34.57 | 0.13 | +0.38% |
| Huber Select Large Cap Value Instl | |||
| CMTFX | 103.55 | 0.24 | +0.23% |
| Columbia Global Technology Growth Inst | |||
| TQGEX | 20.27 | 0.04 | +0.20% |
| T. Rowe Price Integrated Global Eq | |||
| BGDVX | 14.87 | 0.01 | +0.07% |
| BlackRock GA Disciplined Volatility Eq K | |||
| AEPFX | 61.40 | -0.32 | -0.52% |
| American Funds EUPAC F2 | |||