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SMDRX vs VIMSX
SMDRX vs VIMSX Comparison
Open Charts SMDRX vs VIMSX
Hartford Schroders US MidCap Opps SDR
Price$17.89
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets919.2M
Vanguard Mid Cap Index Investor
Price$69.28
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets175.23B
SMDRX vs VIMSX Comparison Chart
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SMDRX vs. VIMSX 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 VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. SMDRX (919M). VIMSX pays higher dividends than SMDRX: VIMSX (1.46) vs SMDRX (0.44). SMDRX was incepted earlier than VIMSX: SMDRX (10 years) vs VIMSX (27 years). SMDRX (0.82) is less costly to investors than VIMSX (0.17). SMDRX is a more actively managed with annual turnover of: 34.00 vs. VIMSX (13.00). VIMSX has a lower initial minimum investment than SMDRX: VIMSX (3000) vs SMDRX (5000000). VIMSX annual gain was more profitable for investors over the last year : 6.04 vs. SMDRX (-5.07). VIMSX return over 5 years is better than : 75.93 vs. SMDRX (40.00).
| SMDRX | VIMSX | SMDRX / VIMSX | |
| Total Expense Ratio | 0.82 | 0.17 | 482% |
| Annual Report Gross Expense Ratio | 0.82 | 0.17 | 482% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | -8.115 | -3.815 | 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 | 1.46 | 30% |
| Returns for 1 year | -5.07 | 6.04 | -84% |
| Returns for 3 years | 4.24 | 15.10 | 28% |
| Returns for 5 years | 40.00 | 75.93 | 53% |
| Returns for 10 years | 40.78 | 99.59 | 41% |