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SMDRX vs VIMAX
SMDRX vs VIMAX Comparison
Open Charts SMDRX vs VIMAX
Hartford Schroders US MidCap Opps SDR
Price$17.89
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets919.2M
Vanguard Mid Cap Index Admiral
Price$314.22
Change-$0.42 (-0.13%)
VolumeN/A
Net Assets175.23B
SMDRX vs VIMAX Comparison Chart
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SMDRX vs. VIMAX commentary
Apr 28, 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 SMDRX is a Buy and VIMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 175B vs. SMDRX (919M). VIMAX pays higher dividends than SMDRX: VIMAX (1.59) vs SMDRX (0.44). SMDRX was incepted earlier than VIMAX: SMDRX (10 years) vs VIMAX (23 years). SMDRX (0.82) is less costly to investors than VIMAX (0.05). SMDRX is a more actively managed with annual turnover of: 34.00 vs. VIMAX (13.00). VIMAX has a lower initial minimum investment than SMDRX: VIMAX (3000) vs SMDRX (5000000). VIMAX annual gain was more profitable for investors over the last year : 6.06 vs. SMDRX (-5.07). VIMAX return over 5 years is better than : 76.06 vs. SMDRX (40.00).
| SMDRX | VIMAX | SMDRX / VIMAX | |
| Total Expense Ratio | 0.82 | 0.05 | 1,640% |
| Annual Report Gross Expense Ratio | 0.82 | 0.05 | 1,640% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -8.115 | -3.810 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 919M | 175B | 1% |
| Annual Yield % from dividends | 0.44 | 1.59 | 27% |
| Returns for 1 year | -5.07 | 6.06 | -84% |
| Returns for 3 years | 4.24 | 15.14 | 28% |
| Returns for 5 years | 40.00 | 76.06 | 53% |
| Returns for 10 years | 40.78 | 99.73 | 41% |
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