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HFDTX vs VIMSX
HFDTX vs VIMSX Comparison
Open Charts HFDTX vs VIMSX
Hartford Schroders US MidCap Opps R5
Price$19.65
Change+$0.26 (+1.34%)
VolumeN/A
Net Assets986.67M
Vanguard Mid Cap Index Investor
Price$79.00
Change-$0.11 (-0.14%)
VolumeN/A
Net Assets199.16B
HFDTX vs VIMSX Comparison Chart in %
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HFDTX vs. VIMSX commentary
Sep 09, 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 Hold and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. HFDTX (987M). VIMSX pays higher dividends than HFDTX: VIMSX (1.35) vs HFDTX (0.31). 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 : 15.02 vs. HFDTX (-0.27). VIMSX return over 5 years is better than : 64.92 vs. HFDTX (30.81).
| 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 | 1.650 | 9.679 | 17% |
| 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 | 0.31 | 1.35 | 23% |
| Returns for 1 year | -0.27 | 15.02 | -2% |
| Returns for 3 years | 19.56 | 41.01 | 48% |
| Returns for 5 years | 30.81 | 64.92 | 47% |
| Returns for 10 years | N/A | 140.93 | - |
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