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HFDSX vs VMCPX
HFDSX vs VMCPX Comparison
Open Charts HFDSX vs VMCPX
Hartford Schroders US MidCap Opps R4
Price$19.15
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets970.94M
Vanguard Mid Cap Index InstitutionalPlus
Price$385.48
Change-$0.94 (-0.24%)
VolumeN/A
Net Assets196.76B
HFDSX vs VMCPX Comparison Chart in %
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HFDSX vs. VMCPX commentary
Aug 19, 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 Buy and VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. HFDSX (971M). VMCPX pays higher dividends than HFDSX: VMCPX (1.51) vs HFDSX (0.04). HFDSX was incepted earlier than VMCPX: HFDSX (9 years) vs VMCPX (15 years). HFDSX (1.22) is less costly to investors than VMCPX (0.03). HFDSX is a more actively managed with annual turnover of: 48.00 vs. VMCPX (16.00). HFDSX has a lower initial minimum investment than VMCPX: HFDSX (0) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 14.33 vs. HFDSX (-1.86). VMCPX return over 5 years is better than : 62.30 vs. HFDSX (24.55).
| HFDSX | VMCPX | HFDSX / VMCPX | |
| Total Expense Ratio | 1.22 | 0.03 | 4,067% |
| Annual Report Gross Expense Ratio | 1.22 | 0.03 | 4,067% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | -0.571 | 8.316 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 971M | 197B | 0% |
| Annual Yield % from dividends | 0.04 | 1.51 | 2% |
| Returns for 1 year | -1.86 | 14.33 | -13% |
| Returns for 3 years | 7.02 | 26.46 | 27% |
| Returns for 5 years | 24.55 | 62.30 | 39% |
| Returns for 10 years | N/A | 125.31 | - |
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