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HSMTX vs VSCAX
HSMTX vs VSCAX Comparison
Open Charts HSMTX vs VSCAX
Hartford Small Cap Value R5
Price$13.17
Change+$0.09 (+0.69%)
VolumeN/A
Net Assets182.64M
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
HSMTX vs VSCAX Comparison Chart in %
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HSMTX vs. VSCAX commentary
Jul 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. HSMTX (183M). 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). HSMTX is a more actively managed with annual turnover of: 46.00 vs. VSCAX (40.00). HSMTX has a lower initial minimum investment than VSCAX: HSMTX (0) vs VSCAX (1000). HSMTX annual gain was more profitable for investors over the last year : 7.10 vs. VSCAX (5.03). VSCAX return over 5 years is better than : 135.31 vs. HSMTX (75.89).
| 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 | -2.661 | 2.722 | -98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 6.97B | 3% |
| Annual Yield % from dividends | 1.74 | 0.35 | 504% |
| Returns for 1 year | 7.10 | 5.03 | 141% |
| Returns for 3 years | 21.32 | 43.85 | 49% |
| Returns for 5 years | 75.89 | 135.31 | 56% |
| Returns for 10 years | 5.91 | 20.55 | 29% |
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