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SMDIX vs VIMSX
SMDIX vs VIMSX Comparison
Open Charts SMDIX vs VIMSX
Hartford Schroders US MidCap Opps I
Price$19.27
Change-$0.33 (-1.68%)
VolumeN/A
Net Assets1.01B
Vanguard Mid Cap Index Investor
Price$73.84
Change-$1.43 (-1.90%)
VolumeN/A
Net Assets184.83B
SMDIX vs VIMSX Comparison Chart
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SMDIX vs. VIMSX commentary
Feb 23, 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 VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. SMDIX (1.01B). VIMSX pays higher dividends than SMDIX: VIMSX (1.38) vs SMDIX (0.42). SMDIX was incepted earlier than VIMSX: SMDIX (19 years) vs VIMSX (27 years). SMDIX is a more actively managed with annual turnover of: 34.00 vs. VIMSX (13.00). SMDIX has a lower initial minimum investment than VIMSX: SMDIX (2000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 16.24 vs. SMDIX (3.52). VIMSX return over 5 years is better than : 51.21 vs. SMDIX (18.43).
| SMDIX | VIMSX | SMDIX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | 0.875 | 4.440 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 185B | 1% |
| Annual Yield % from dividends | 0.42 | 1.38 | 30% |
| Returns for 1 year | 3.52 | 16.24 | 22% |
| Returns for 3 years | 12.87 | 21.96 | 59% |
| Returns for 5 years | 18.43 | 51.21 | 36% |
| Returns for 10 years | 57.02 | 118.20 | 48% |