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HFDTX vs VIMSX
HFDTX vs VIMSX Comparison
Open Charts HFDTX vs VIMSX
Hartford Schroders US MidCap Opps R5
Price$17.82
Change-$0.88 (-4.71%)
VolumeN/A
Net Assets984.07M
Vanguard Mid Cap Index Investor
Price$68.04
Change-$3.54 (-4.95%)
VolumeN/A
Net Assets181.84B
HFDTX vs VIMSX Comparison Chart
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HFDTX vs. VIMSX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 182B vs. HFDTX (984M). VIMSX pays higher dividends than HFDTX: VIMSX (1.46) vs HFDTX (0.33). HFDTX was incepted earlier than VIMSX: HFDTX (8 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 : 6.63 vs. HFDTX (-4.27). VIMSX return over 5 years is better than : 113.13 vs. HFDTX (68.65).
| HFDTX | VIMSX | HFDTX / VIMSX | |
| Total Expense Ratio | 0.94 | 0.17 | 553% |
| Annual Report Gross Expense Ratio | 0.94 | 0.17 | 553% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | -3.559 | -0.622 | 572% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 984M | 182B | 1% |
| Annual Yield % from dividends | 0.33 | 1.46 | 22% |
| Returns for 1 year | -4.27 | 6.63 | -64% |
| Returns for 3 years | 3.11 | 9.75 | 32% |
| Returns for 5 years | 68.65 | 113.13 | 61% |
| Returns for 10 years | N/A | 106.04 | - |
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