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HFDRX vs VIMSX
HFDRX vs VIMSX Comparison
Open Charts HFDRX vs VIMSX
Hartford Schroders US MidCap Opps R3
Price$18.21
Change-$0.11 (-0.60%)
VolumeN/A
Net Assets975.95M
Vanguard Mid Cap Index Investor
Price$73.48
Change-$0.35 (-0.47%)
VolumeN/A
Net Assets175.12B
HFDRX vs VIMSX Comparison Chart
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HFDRX vs. VIMSX commentary
May 15, 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 HFDRX is a Buy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. HFDRX (976M). VIMSX pays higher dividends than HFDRX: VIMSX (1.48) vs HFDRX (0.00). HFDRX was incepted earlier than VIMSX: HFDRX (9 years) vs VIMSX (27 years). HFDRX (1.52) is less costly to investors than VIMSX (0.17). HFDRX is a more actively managed with annual turnover of: 48.00 vs. VIMSX (16.00). HFDRX has a lower initial minimum investment than VIMSX: HFDRX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 10.02 vs. HFDRX (-2.19). VIMSX return over 5 years is better than : 85.09 vs. HFDRX (44.07).
| HFDRX | VIMSX | HFDRX / VIMSX | |
| Total Expense Ratio | 1.52 | 0.17 | 894% |
| Annual Report Gross Expense Ratio | 1.52 | 0.17 | 894% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | -2.343 | 2.029 | -115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 976M | 175B | 1% |
| Annual Yield % from dividends | 0.00 | 1.48 | - |
| Returns for 1 year | -2.19 | 10.02 | -22% |
| Returns for 3 years | 11.97 | 27.79 | 43% |
| Returns for 5 years | 44.07 | 85.09 | 52% |
| Returns for 10 years | N/A | 110.41 | - |
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