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HSMTX vs VSCAX
HSMTX vs VSCAX Comparison
Open Charts HSMTX vs VSCAX
Hartford Small Cap Value R5
Price$12.12
Change-$0.31 (-2.49%)
VolumeN/A
Net Assets168.95M
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.48B
HSMTX vs VSCAX Comparison Chart
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HSMTX vs. VSCAX commentary
Jun 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.48B vs. HSMTX (169M). HSMTX pays higher dividends than VSCAX: HSMTX (1.79) vs VSCAX (0.37). 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). VSCAX annual gain was more profitable for investors over the last year : 0.16 vs. HSMTX (-0.80). VSCAX return over 5 years is better than : 116.10 vs. HSMTX (60.05).
| 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 | -10.421 | -3.573 | 292% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 6.48B | 3% |
| Annual Yield % from dividends | 1.79 | 0.37 | 487% |
| Returns for 1 year | -0.80 | 0.16 | -515% |
| Returns for 3 years | 12.14 | 29.03 | 42% |
| Returns for 5 years | 60.05 | 116.10 | 52% |
| Returns for 10 years | -4.15 | 10.55 | -39% |
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