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HSMTX vs VSCAX
HSMTX vs VSCAX Comparison
Open Charts HSMTX vs VSCAX
Hartford Small Cap Value R5
Price$13.55
Change-$0.05 (-0.37%)
VolumeN/A
Net Assets194.26M
Invesco Small Cap Value A
Price$27.50
Change+$0.20 (+0.73%)
VolumeN/A
Net Assets8.15B
HSMTX vs VSCAX Comparison Chart in %
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HSMTX vs. VSCAX commentary
Dec 06, 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 StrongBuy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.15B vs. HSMTX (194M). HSMTX pays higher dividends than VSCAX: HSMTX (1.64) vs VSCAX (0.31). HSMTX was incepted earlier than VSCAX: HSMTX (14 years) vs VSCAX (26 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 : 2.08 vs. HSMTX (-9.38). VSCAX return over 5 years is better than : 79.61 vs. HSMTX (30.08).
| 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 | 26 years | - |
| Gain YTD | 0.148 | 16.971 | 1% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 8.15B | 2% |
| Annual Yield % from dividends | 1.64 | 0.31 | 535% |
| Returns for 1 year | -9.38 | 2.08 | -452% |
| Returns for 3 years | 14.67 | 44.35 | 33% |
| Returns for 5 years | 30.08 | 79.61 | 38% |
| Returns for 10 years | 16.68 | 48.72 | 34% |
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