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SMDIX vs VIMSX
SMDIX vs VIMSX Comparison
Open Charts SMDIX vs VIMSX
Hartford Schroders US MidCap Opps I
Price$18.55
Change+$0.17 (+0.92%)
VolumeN/A
Net Assets946.75M
Vanguard Mid Cap Index Investor
Price$71.66
Change+$0.62 (+0.87%)
VolumeN/A
Net Assets175.12B
SMDIX vs VIMSX Comparison Chart
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SMDIX vs. VIMSX commentary
May 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 SMDIX is a Buy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. SMDIX (947M). VIMSX pays higher dividends than SMDIX: VIMSX (1.48) vs SMDIX (0.35). SMDIX was incepted earlier than VIMSX: SMDIX (19 years) vs VIMSX (27 years). SMDIX (0.91) is less costly to investors than VIMSX (0.17). SMDIX is a more actively managed with annual turnover of: 48.00 vs. VIMSX (16.00). 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 : 7.09 vs. SMDIX (-4.43). VIMSX return over 5 years is better than : 71.68 vs. SMDIX (36.72).
| SMDIX | VIMSX | SMDIX / VIMSX | |
| Total Expense Ratio | 0.91 | 0.17 | 535% |
| Annual Report Gross Expense Ratio | 0.91 | 0.17 | 535% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | -5.404 | -1.372 | 394% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 947M | 175B | 1% |
| Annual Yield % from dividends | 0.35 | 1.48 | 24% |
| Returns for 1 year | -4.43 | 7.09 | -63% |
| Returns for 3 years | 12.91 | 26.15 | 49% |
| Returns for 5 years | 36.72 | 71.68 | 51% |
| Returns for 10 years | 44.97 | 104.77 | 43% |
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