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HFDTX vs VIMSX
HFDTX vs VIMSX Comparison
Open Charts HFDTX vs VIMSX
Hartford Schroders US MidCap Opps R5
Price$19.14
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets976.97M
Vanguard Mid Cap Index Investor
Price$76.18
Change+$0.35 (+0.46%)
VolumeN/A
Net Assets185.28B
HFDTX vs VIMSX Comparison Chart in %
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HFDTX vs. VIMSX commentary
Jun 30, 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 StrongBuy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. HFDTX (977M). VIMSX pays higher dividends than HFDTX: VIMSX (1.40) vs HFDTX (0.32). HFDTX was incepted earlier than VIMSX: HFDTX (9 years) vs VIMSX (27 years). HFDTX (0.92) is less costly to investors than VIMSX (0.17). HFDTX is a more actively managed with annual turnover of: 48.00 vs. VIMSX (16.00). 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 : 15.41 vs. HFDTX (0.39). VIMSX return over 5 years is better than : 77.17 vs. HFDTX (39.76).
| HFDTX | VIMSX | HFDTX / VIMSX | |
| Total Expense Ratio | 0.92 | 0.17 | 541% |
| Annual Report Gross Expense Ratio | 0.92 | 0.17 | 541% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | -1.289 | 5.764 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 977M | 185B | 1% |
| Annual Yield % from dividends | 0.32 | 1.40 | 23% |
| Returns for 1 year | 0.39 | 15.41 | 3% |
| Returns for 3 years | 20.06 | 40.51 | 50% |
| Returns for 5 years | 39.76 | 77.17 | 52% |
| Returns for 10 years | N/A | 123.70 | - |
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