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HSMTX vs VSCAX
HSMTX vs VSCAX Comparison
Open Charts HSMTX vs VSCAX
Hartford Small Cap Value R5
Price$13.32
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets220.98M
Invesco Small Cap Value A
Price$25.84
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets8.32B
HSMTX vs VSCAX Comparison Chart in %
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HSMTX vs. VSCAX commentary
Dec 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 Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.32B vs. HSMTX (221M). HSMTX pays higher dividends than VSCAX: HSMTX (1.64) vs VSCAX (0.31). 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). 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 : 8.99 vs. HSMTX (-2.38). VSCAX return over 5 years is better than : 66.53 vs. HSMTX (28.22).
| 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 | -1.552 | 9.783 | -16% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221M | 8.32B | 3% |
| Annual Yield % from dividends | 1.64 | 0.31 | 535% |
| Returns for 1 year | -2.38 | 8.99 | -26% |
| Returns for 3 years | 25.45 | 49.97 | 51% |
| Returns for 5 years | 28.22 | 66.53 | 42% |
| Returns for 10 years | 23.53 | 58.45 | 40% |
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