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HFDSX vs VIMSX
HFDSX vs VIMSX Comparison
Open Charts HFDSX vs VIMSX
Hartford Schroders US MidCap Opps R4
Price$19.49
Change+$0.26 (+1.35%)
VolumeN/A
Net Assets986.67M
Vanguard Mid Cap Index Investor
Price$79.00
Change-$0.11 (-0.14%)
VolumeN/A
Net Assets199.16B
HFDSX vs VIMSX Comparison Chart in %
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HFDSX vs. VIMSX commentary
Sep 08, 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 HFDSX is a Hold and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. HFDSX (987M). VIMSX pays higher dividends than HFDSX: VIMSX (1.35) vs HFDSX (0.04). HFDSX was incepted earlier than VIMSX: HFDSX (9 years) vs VIMSX (27 years). HFDSX (1.22) is less costly to investors than VIMSX (0.17). HFDSX is a more actively managed with annual turnover of: 48.00 vs. VIMSX (16.00). HFDSX has a lower initial minimum investment than VIMSX: HFDSX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 15.02 vs. HFDSX (-0.57). VIMSX return over 5 years is better than : 64.92 vs. HFDSX (29.33).
| HFDSX | VIMSX | HFDSX / VIMSX | |
| Total Expense Ratio | 1.22 | 0.17 | 718% |
| Annual Report Gross Expense Ratio | 1.22 | 0.17 | 718% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 1.506 | 9.679 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 987M | 199B | 0% |
| Annual Yield % from dividends | 0.04 | 1.35 | 3% |
| Returns for 1 year | -0.57 | 15.02 | -4% |
| Returns for 3 years | 18.48 | 41.01 | 45% |
| Returns for 5 years | 29.33 | 64.92 | 45% |
| Returns for 10 years | N/A | 140.93 | - |
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