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HFDTX vs VIMSX
HFDTX vs VIMSX Comparison
Open Charts HFDTX vs VIMSX
Hartford Schroders US MidCap Opps R5
Price$20.09
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets1.05B
Vanguard Mid Cap Index Investor
Price$75.75
Change+$0.22 (+0.29%)
VolumeN/A
Net Assets176.87B
HFDTX vs VIMSX Comparison Chart
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HFDTX vs. VIMSX commentary
Jan 24, 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 Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 177B vs. HFDTX (1.05B). VIMSX pays higher dividends than HFDTX: VIMSX (1.38) vs HFDTX (0.40). HFDTX was incepted earlier than VIMSX: HFDTX (8 years) vs VIMSX (27 years). 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 : 20.29 vs. HFDTX (10.05). VIMSX return over 5 years is better than : 53.38 vs. HFDTX (22.64).
| HFDTX | VIMSX | HFDTX / 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 | 3.352 | 4.801 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 177B | 1% |
| Annual Yield % from dividends | 0.40 | 1.38 | 29% |
| Returns for 1 year | 10.05 | 20.29 | 50% |
| Returns for 3 years | 13.59 | 21.29 | 64% |
| Returns for 5 years | 22.64 | 53.38 | 42% |
| Returns for 10 years | N/A | 128.58 | - |
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