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HFDRX vs VIMSX
HFDRX vs VIMSX Comparison
Open Charts HFDRX vs VIMSX
Hartford Schroders US MidCap Opps R3
Price$19.21
Change+$0.08 (+0.42%)
VolumeN/A
Net Assets1.04B
Vanguard Mid Cap Index Investor
Price$74.75
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets176.87B
HFDRX vs VIMSX Comparison Chart
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HFDRX vs. VIMSX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 177B vs. HFDRX (1.04B). VIMSX pays higher dividends than HFDRX: VIMSX (1.38) vs HFDRX (0.00). HFDRX was incepted earlier than VIMSX: HFDRX (8 years) vs VIMSX (27 years). 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 : 20.80 vs. HFDRX (9.58). VIMSX return over 5 years is better than : 50.59 vs. HFDRX (16.71).
| HFDRX | VIMSX | HFDRX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 2.290 | 3.719 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 177B | 1% |
| Annual Yield % from dividends | 0.00 | 1.38 | - |
| Returns for 1 year | 9.58 | 20.80 | 46% |
| Returns for 3 years | 6.54 | 15.25 | 43% |
| Returns for 5 years | 16.71 | 50.59 | 33% |
| Returns for 10 years | N/A | 130.18 | - |
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