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SMDIX vs VIMSX
SMDIX vs VIMSX Comparison
Open Charts SMDIX vs VIMSX
Hartford Schroders US MidCap Opps I
Price$19.26
Change+$0.11 (+0.57%)
VolumeN/A
Net Assets972.72M
Vanguard Mid Cap Index Investor
Price$76.73
Change+$0.36 (+0.47%)
VolumeN/A
Net Assets192.45B
SMDIX vs VIMSX Comparison Chart in %
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SMDIX vs. VIMSX commentary
Jul 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 192B vs. SMDIX (973M). VIMSX pays higher dividends than SMDIX: VIMSX (1.40) vs SMDIX (0.33). 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 : 10.55 vs. SMDIX (-3.58). VIMSX return over 5 years is better than : 65.10 vs. SMDIX (31.99).
| 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 | -1.441 | 6.028 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 973M | 192B | 1% |
| Annual Yield % from dividends | 0.33 | 1.40 | 24% |
| Returns for 1 year | -3.58 | 10.55 | -34% |
| Returns for 3 years | 19.89 | 40.81 | 49% |
| Returns for 5 years | 31.99 | 65.10 | 49% |
| Returns for 10 years | 47.96 | 121.39 | 40% |
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