Ad is loading...
HFDYX vs VIMSX
HFDYX vs VIMSX Comparison
Open Charts HFDYX vs VIMSX
Hartford Schroders US MidCap Opps Y
Price$19.26
Change-$0.32 (-1.63%)
VolumeN/A
Net Assets1.01B
Vanguard Mid Cap Index Investor
Price$73.84
Change-$1.43 (-1.90%)
VolumeN/A
Net Assets184.83B
HFDYX vs VIMSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HFDYX vs. VIMSX commentary
Feb 23, 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 HFDYX is a Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. HFDYX (1.01B). VIMSX pays higher dividends than HFDYX: VIMSX (1.38) vs HFDYX (0.40). HFDYX was incepted earlier than VIMSX: HFDYX (8 years) vs VIMSX (27 years). HFDYX is a more actively managed with annual turnover of: 34.00 vs. VIMSX (13.00). VIMSX has a lower initial minimum investment than HFDYX: VIMSX (3000) vs HFDYX (250000). VIMSX annual gain was more profitable for investors over the last year : 14.03 vs. HFDYX (1.82). VIMSX return over 5 years is better than : 48.34 vs. HFDYX (16.41).
| HFDYX | VIMSX | HFDYX / 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 | -0.773 | 2.456 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 185B | 1% |
| Annual Yield % from dividends | 0.40 | 1.38 | 29% |
| Returns for 1 year | 1.82 | 14.03 | 13% |
| Returns for 3 years | 10.97 | 19.64 | 56% |
| Returns for 5 years | 16.41 | 48.34 | 34% |
| Returns for 10 years | N/A | 114.05 | - |