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HFDSX vs VIMSX
HFDSX vs VIMSX Comparison
Open Charts HFDSX vs VIMSX
Hartford Schroders US MidCap Opps R4
Price$19.10
Change-$0.33 (-1.70%)
VolumeN/A
Net Assets1.01B
Vanguard Mid Cap Index Investor
Price$73.84
Change-$1.43 (-1.90%)
VolumeN/A
Net Assets184.83B
HFDSX vs VIMSX Comparison Chart
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HFDSX vs. VIMSX commentary
Feb 23, 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 HFDSX is a Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. HFDSX (1.01B). VIMSX pays higher dividends than HFDSX: VIMSX (1.38) vs HFDSX (0.20). HFDSX was incepted earlier than VIMSX: HFDSX (8 years) vs VIMSX (27 years). HFDSX is a more actively managed with annual turnover of: 34.00 vs. VIMSX (13.00). HFDSX has a lower initial minimum investment than VIMSX: HFDSX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 16.24 vs. HFDSX (1.37). VIMSX return over 5 years is better than : 51.21 vs. HFDSX (14.92).
| HFDSX | VIMSX | HFDSX / 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 | -0.831 | 4.440 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 185B | 1% |
| Annual Yield % from dividends | 0.20 | 1.38 | 15% |
| Returns for 1 year | 1.37 | 16.24 | 8% |
| Returns for 3 years | 9.92 | 21.96 | 45% |
| Returns for 5 years | 14.92 | 51.21 | 29% |
| Returns for 10 years | N/A | 118.20 | - |