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HFDSX vs VIMSX
HFDSX vs VIMSX Comparison
Open Charts HFDSX vs VIMSX
Hartford Schroders US MidCap Opps R4
Price$19.20
Change-$0.59 (-2.98%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$72.18
Change-$2.49 (-3.33%)
VolumeN/A
CapitalizationN/A
HFDSX vs VIMSX Comparison Chart
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HFDSX vs. VIMSX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 190B vs. HFDSX (1.04B). 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 : 18.82 vs. HFDSX (10.56). VIMSX return over 5 years is better than : 55.65 vs. HFDSX (22.78).
| 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 | 9.458 | 17.795 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 190B | 1% |
| Annual Yield % from dividends | 0.20 | 1.38 | 15% |
| Returns for 1 year | 10.56 | 18.82 | 56% |
| Returns for 3 years | 7.15 | 11.34 | 63% |
| Returns for 5 years | 22.78 | 55.65 | 41% |
| Returns for 10 years | N/A | 125.26 | - |