Ad is loading...
SMDRX vs VIMSX
SMDRX vs VIMSX Comparison
Open Charts SMDRX vs VIMSX
Hartford Schroders US MidCap Opps SDR
Price$19.32
Change-$0.33 (-1.68%)
VolumeN/A
Net Assets1.01B
Vanguard Mid Cap Index Investor
Price$73.84
Change-$1.43 (-1.90%)
VolumeN/A
Net Assets184.83B
SMDRX vs VIMSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SMDRX vs. VIMSX 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 VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. SMDRX (1.01B). VIMSX pays higher dividends than SMDRX: VIMSX (1.38) vs SMDRX (0.49). SMDRX was incepted earlier than VIMSX: SMDRX (10 years) vs VIMSX (27 years). 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 : 16.24 vs. SMDRX (1.92). VIMSX return over 5 years is better than : 51.21 vs. SMDRX (16.93).
| SMDRX | VIMSX | SMDRX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | -0.770 | 4.440 | -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 | 1.38 | 36% |
| Returns for 1 year | 1.92 | 16.24 | 12% |
| Returns for 3 years | 11.30 | 21.96 | 51% |
| Returns for 5 years | 16.93 | 51.21 | 33% |
| Returns for 10 years | 55.61 | 118.20 | 47% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers