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SMDIX vs VIMAX
SMDIX vs VIMAX Comparison
Open Charts SMDIX vs VIMAX
Hartford Schroders US MidCap Opps I
Price$17.16
Change-$0.55 (-3.11%)
VolumeN/A
Net Assets929.76M
Vanguard Mid Cap Index Admiral
Price$296.68
Change-$9.39 (-3.07%)
VolumeN/A
Net Assets175.23B
SMDIX vs VIMAX Comparison Chart
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SMDIX vs. VIMAX commentary
Apr 12, 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 SMDIX is a Hold and VIMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 175B vs. SMDIX (930M). VIMAX pays higher dividends than SMDIX: VIMAX (1.59) vs SMDIX (0.34). SMDIX was incepted earlier than VIMAX: SMDIX (19 years) vs VIMAX (23 years). SMDIX (0.91) is less costly to investors than VIMAX (0.05). SMDIX is a more actively managed with annual turnover of: 34.00 vs. VIMAX (13.00). SMDIX has a lower initial minimum investment than VIMAX: SMDIX (2000) vs VIMAX (3000). VIMAX annual gain was more profitable for investors over the last year : 1.68 vs. SMDIX (-7.73). VIMAX return over 5 years is better than : 72.02 vs. SMDIX (37.39).
| SMDIX | VIMAX | SMDIX / VIMAX | |
| Total Expense Ratio | 0.91 | 0.05 | 1,820% |
| Annual Report Gross Expense Ratio | 0.91 | 0.05 | 1,820% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -8.852 | -6.305 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 930M | 175B | 1% |
| Annual Yield % from dividends | 0.34 | 1.59 | 22% |
| Returns for 1 year | -7.73 | 1.68 | -459% |
| Returns for 3 years | -0.55 | 6.86 | -8% |
| Returns for 5 years | 37.39 | 72.02 | 52% |
| Returns for 10 years | 39.69 | 94.07 | 42% |
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