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HFDTX vs VIMSX
HFDTX vs VIMSX Comparison
Open Charts HFDTX vs VIMSX
Hartford Schroders US MidCap Opps R5
Price$18.98
Change+$0.19 (+1.01%)
VolumeN/A
Net Assets966.01M
Vanguard Mid Cap Index Investor
Price$74.82
Change+$0.53 (+0.71%)
VolumeN/A
Net Assets185.28B
HFDTX vs VIMSX Comparison Chart
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HFDTX vs. VIMSX commentary
Jun 07, 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: 185B vs. HFDTX (966M). 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 : 12.15 vs. HFDTX (-1.24). VIMSX return over 5 years is better than : 59.53 vs. HFDTX (26.19).
| 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 | -3.094 | 3.140 | -99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 966M | 185B | 1% |
| Annual Yield % from dividends | 0.32 | 1.40 | 23% |
| Returns for 1 year | -1.24 | 12.15 | -10% |
| Returns for 3 years | 8.45 | 23.71 | 36% |
| Returns for 5 years | 26.19 | 59.53 | 44% |
| Returns for 10 years | N/A | 116.65 | - |
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