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HSMTX vs VSCAX
HSMTX vs VSCAX Comparison
Open Charts HSMTX vs VSCAX
Hartford Small Cap Value R5
Price$13.79
Change+$0.23 (+1.70%)
VolumeN/A
Net Assets186.89M
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
HSMTX vs VSCAX Comparison Chart in %
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HSMTX vs. VSCAX commentary
Sep 07, 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. HSMTX (187M). HSMTX pays higher dividends than VSCAX: HSMTX (1.61) vs VSCAX (0.32). 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 : 12.12 vs. HSMTX (4.84). VSCAX return over 5 years is better than : 116.87 vs. HSMTX (67.33).
| 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 | 1.922 | 7.614 | 25% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 7.33B | 3% |
| Annual Yield % from dividends | 1.61 | 0.32 | 496% |
| Returns for 1 year | 4.84 | 12.12 | 40% |
| Returns for 3 years | 27.48 | 46.81 | 59% |
| Returns for 5 years | 67.33 | 116.87 | 58% |
| Returns for 10 years | 18.46 | 36.89 | 50% |
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