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HFDTX vs VIMSX
HFDTX vs VIMSX Comparison
Open Charts HFDTX vs VIMSX
Hartford Schroders US MidCap Opps R5
Price$17.78
Change+$0.22 (+1.25%)
VolumeN/A
Net Assets904.62M
Vanguard Mid Cap Index Investor
Price$69.37
Change+$1.27 (+1.86%)
VolumeN/A
Net Assets175.23B
HFDTX vs VIMSX Comparison Chart
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HFDTX vs. VIMSX commentary
Apr 26, 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 HFDTX is a Buy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. HFDTX (905M). VIMSX pays higher dividends than HFDTX: VIMSX (1.46) vs HFDTX (0.33). HFDTX was incepted earlier than VIMSX: HFDTX (9 years) vs VIMSX (27 years). HFDTX (0.94) is less costly to investors than VIMSX (0.17). HFDTX is a more actively managed with annual turnover of: 34.00 vs. VIMSX (13.00). HFDTX has a lower initial minimum investment than VIMSX: HFDTX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 4.35 vs. HFDTX (-6.58). VIMSX return over 5 years is better than : 72.94 vs. HFDTX (37.33).
| HFDTX | VIMSX | HFDTX / VIMSX | |
| Total Expense Ratio | 0.94 | 0.17 | 553% |
| Annual Report Gross Expense Ratio | 0.94 | 0.17 | 553% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | -9.438 | -5.454 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 905M | 175B | 1% |
| Annual Yield % from dividends | 0.33 | 1.46 | 22% |
| Returns for 1 year | -6.58 | 4.35 | -151% |
| Returns for 3 years | 0.10 | 10.19 | 1% |
| Returns for 5 years | 37.33 | 72.94 | 51% |
| Returns for 10 years | N/A | 96.13 | - |
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