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SMDRX vs VIMSX
SMDRX vs VIMSX Comparison
Open Charts SMDRX vs VIMSX
Hartford Schroders US MidCap Opps SDR
Price$19.48
Change-$0.60 (-2.99%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$72.18
Change-$2.49 (-3.33%)
VolumeN/A
CapitalizationN/A
SMDRX vs VIMSX Comparison Chart
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SMDRX vs. VIMSX commentary
Dec 19, 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 Hold and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 190B vs. SMDRX (1.04B). 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 : 18.82 vs. SMDRX (11.05). VIMSX return over 5 years is better than : 55.65 vs. SMDRX (24.93).
| 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 | 9.967 | 17.795 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 190B | 1% |
| Annual Yield % from dividends | 0.49 | 1.38 | 36% |
| Returns for 1 year | 11.05 | 18.82 | 59% |
| Returns for 3 years | 8.47 | 11.34 | 75% |
| Returns for 5 years | 24.93 | 55.65 | 45% |
| Returns for 10 years | N/A | 125.26 | - |
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