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HFDSX vs VIMSX
HFDSX vs VIMSX Comparison
Open Charts HFDSX vs VIMSX
Hartford Schroders US MidCap Opps R4
Price$17.25
Change+$0.09 (+0.52%)
VolumeN/A
Net Assets907.9M
Vanguard Mid Cap Index Investor
Price$67.08
Change+$0.54 (+0.81%)
VolumeN/A
Net Assets175.23B
HFDSX vs VIMSX Comparison Chart
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HFDSX vs. VIMSX commentary
Apr 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. HFDSX (908M). VIMSX pays higher dividends than HFDSX: VIMSX (1.46) vs HFDSX (0.04). HFDSX was incepted earlier than VIMSX: HFDSX (8 years) vs VIMSX (27 years). HFDSX (1.24) is less costly to investors than VIMSX (0.17). 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 : 4.69 vs. HFDSX (-7.11). VIMSX return over 5 years is better than : 69.26 vs. HFDSX (32.56).
| HFDSX | VIMSX | HFDSX / VIMSX | |
| Total Expense Ratio | 1.24 | 0.17 | 729% |
| Annual Report Gross Expense Ratio | 1.24 | 0.17 | 729% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | -10.903 | -6.578 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 908M | 175B | 1% |
| Annual Yield % from dividends | 0.04 | 1.46 | 3% |
| Returns for 1 year | -7.11 | 4.69 | -151% |
| Returns for 3 years | -3.40 | 6.45 | -53% |
| Returns for 5 years | 32.56 | 69.26 | 47% |
| Returns for 10 years | N/A | 94.51 | - |