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SMDRX vs VIMAX
SMDRX vs VIMAX Comparison
Open Charts SMDRX vs VIMAX
Hartford Schroders US MidCap Opps SDR
Price$21.20
Change-$0.27 (-1.26%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Admiral
Price$337.33
Change-$1.88 (-0.55%)
VolumeN/A
CapitalizationN/A
SMDRX vs VIMAX Comparison Chart
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SMDRX vs. VIMAX commentary
Nov 18, 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 SMDRX is a Buy and VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 175B vs. SMDRX (1.03B). VIMAX pays higher dividends than SMDRX: VIMAX (1.49) vs SMDRX (0.49). SMDRX was incepted earlier than VIMAX: SMDRX (10 years) vs VIMAX (23 years). 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 : 28.29 vs. SMDRX (23.64). VIMAX return over 5 years is better than : 59.04 vs. SMDRX (33.86).
| SMDRX | VIMAX | SMDRX / VIMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 16.101 | 17.342 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 175B | 1% |
| Annual Yield % from dividends | 0.49 | 1.49 | 33% |
| Returns for 1 year | 23.64 | 28.29 | 84% |
| Returns for 3 years | -3.36 | 5.04 | -67% |
| Returns for 5 years | 33.86 | 59.04 | 57% |
| Returns for 10 years | N/A | 128.01 | - |
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