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HSMTX vs VSCAX
HSMTX vs VSCAX Comparison
Open Charts HSMTX vs VSCAX
Hartford Small Cap Value R5
Price$13.83
Change+$0.54 (+4.06%)
VolumeN/A
Net Assets235.12M
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
HSMTX vs VSCAX Comparison Chart in %
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HSMTX vs. VSCAX commentary
Feb 05, 2026
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: 9.42B vs. HSMTX (235M). HSMTX pays higher dividends than VSCAX: HSMTX (1.15) vs VSCAX (0.23). HSMTX was incepted earlier than VSCAX: HSMTX (14 years) vs VSCAX (27 years). VSCAX (1.10) is less costly to investors than HSMTX (1.01). HSMTX is a more actively managed with annual turnover of: 60.00 vs. VSCAX (52.00). 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 : 18.26 vs. HSMTX (4.65). VSCAX return over 5 years is better than : 68.92 vs. HSMTX (22.36).
| HSMTX | VSCAX | HSMTX / VSCAX | |
| Total Expense Ratio | 0.91 | 1.10 | 83% |
| Annual Report Gross Expense Ratio | 1.01 | 1.10 | 92% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 6.467 | 12.643 | 51% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235M | 9.42B | 2% |
| Annual Yield % from dividends | 1.15 | 0.23 | 497% |
| Returns for 1 year | 4.65 | 18.26 | 25% |
| Returns for 3 years | 15.17 | 51.27 | 30% |
| Returns for 5 years | 22.36 | 68.92 | 32% |
| Returns for 10 years | 52.31 | 108.32 | 48% |
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