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SMDIX vs VIMSX
SMDIX vs VIMSX Comparison
Open Charts SMDIX vs VIMSX
Hartford Schroders US MidCap Opps I
Price$19.63
Change-$0.24 (-1.21%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$67.97
Change-$0.82 (-1.19%)
VolumeN/A
CapitalizationN/A
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SMDIX vs VIMSX Comparison Chart
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SMDIX vs. VIMSX commentary
Sep 08, 2024
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 StrongBuy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 172B vs. SMDIX (963M). VIMSX pays higher dividends than SMDIX: VIMSX (1.38) vs SMDIX (0.42). SMDIX was incepted earlier than VIMSX: SMDIX (18 years) vs VIMSX (26 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 : 15.93 vs. SMDIX (13.81). VIMSX return over 5 years is better than : 51.79 vs. SMDIX (31.74).
| SMDIX | VIMSX | SMDIX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | 9.056 | 8.473 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 963M | 172B | 1% |
| Annual Yield % from dividends | 0.42 | 1.38 | 30% |
| Returns for 1 year | 13.81 | 15.93 | 87% |
| Returns for 3 years | -6.75 | 1.66 | -406% |
| Returns for 5 years | 31.74 | 51.79 | 61% |
| Returns for 10 years | 45.71 | 113.95 | 40% |