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SMDRX vs VIMAX
SMDRX vs VIMAX Comparison
Open Charts SMDRX vs VIMAX
Hartford Schroders US MidCap Opps SDR
Price$19.32
Change-$0.33 (-1.68%)
VolumeN/A
Net Assets1.01B
Vanguard Mid Cap Index Admiral
Price$334.98
Change-$6.47 (-1.89%)
VolumeN/A
Net Assets184.83B
SMDRX vs VIMAX Comparison Chart
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SMDRX vs. VIMAX commentary
Feb 23, 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 Hold and VIMAX is a Hold.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 185B vs. SMDRX (1.01B). 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 : 16.26 vs. SMDRX (1.92). VIMAX return over 5 years is better than : 51.33 vs. SMDRX (16.93).
| 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 | -0.770 | 4.460 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 185B | 1% |
| Annual Yield % from dividends | 0.49 | 1.49 | 33% |
| Returns for 1 year | 1.92 | 16.26 | 12% |
| Returns for 3 years | 11.30 | 22.00 | 51% |
| Returns for 5 years | 16.93 | 51.33 | 33% |
| Returns for 10 years | 55.61 | 118.41 | 47% |
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