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HFDRX vs VIMSX
HFDRX vs VIMSX Comparison
Open Charts HFDRX vs VIMSX
Hartford Schroders US MidCap Opps R3
Price$17.23
Change-$0.86 (-4.75%)
VolumeN/A
Net Assets984.07M
Vanguard Mid Cap Index Investor
Price$68.04
Change-$3.54 (-4.95%)
VolumeN/A
Net Assets181.84B
HFDRX vs VIMSX Comparison Chart
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HFDRX vs. VIMSX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 182B vs. HFDRX (984M). VIMSX pays higher dividends than HFDRX: VIMSX (1.46) vs HFDRX (0.00). HFDRX was incepted earlier than VIMSX: HFDRX (8 years) vs VIMSX (27 years). HFDRX (1.54) is less costly to investors than VIMSX (0.17). HFDRX is a more actively managed with annual turnover of: 34.00 vs. VIMSX (13.00). 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 : 6.63 vs. HFDRX (-5.93). VIMSX return over 5 years is better than : 113.13 vs. HFDRX (61.59).
| HFDRX | VIMSX | HFDRX / VIMSX | |
| Total Expense Ratio | 1.54 | 0.17 | 906% |
| Annual Report Gross Expense Ratio | 1.54 | 0.17 | 906% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | -4.579 | -0.622 | 736% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 984M | 182B | 1% |
| Annual Yield % from dividends | 0.00 | 1.46 | - |
| Returns for 1 year | -5.93 | 6.63 | -89% |
| Returns for 3 years | -0.17 | 9.75 | -2% |
| Returns for 5 years | 61.59 | 113.13 | 54% |
| Returns for 10 years | N/A | 106.04 | - |
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