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HFDSX vs VMCPX
HFDSX vs VMCPX Comparison
Open Charts HFDSX vs VMCPX
Hartford Schroders US MidCap Opps R4
Price$19.25
Change+$0.11 (+0.57%)
VolumeN/A
Net Assets989.08M
Vanguard Mid Cap Index InstitutionalPlus
Price$383.04
Change+$2.26 (+0.59%)
VolumeN/A
Net Assets185.28B
HFDSX vs VMCPX Comparison Chart in %
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HFDSX vs. VMCPX commentary
Jul 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 HFDSX is a StrongBuy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. HFDSX (989M). VMCPX pays higher dividends than HFDSX: VMCPX (1.54) 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 : 17.65 vs. HFDSX (1.89). VMCPX return over 5 years is better than : 73.80 vs. HFDSX (35.75).
| 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 | -0.052 | 7.631 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 989M | 185B | 1% |
| Annual Yield % from dividends | 0.04 | 1.54 | 2% |
| Returns for 1 year | 1.89 | 17.65 | 11% |
| Returns for 3 years | 20.52 | 43.14 | 48% |
| Returns for 5 years | 35.75 | 73.80 | 48% |
| Returns for 10 years | N/A | 127.62 | - |
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