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SMDRX vs VIMSX
SMDRX vs VIMSX Comparison
Open Charts SMDRX vs VIMSX
Hartford Schroders US MidCap Opps SDR
Price$19.73
Change+$0.39 (+2.02%)
VolumeN/A
Net Assets984.87M
Vanguard Mid Cap Index Investor
Price$79.39
Change+$1.46 (+1.87%)
VolumeN/A
Net Assets196.76B
SMDRX vs VIMSX Comparison Chart in %
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SMDRX vs. VIMSX commentary
Aug 25, 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 Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. SMDRX (985M). VIMSX pays higher dividends than SMDRX: VIMSX (1.37) vs SMDRX (0.41). SMDRX was incepted earlier than VIMSX: SMDRX (11 years) vs VIMSX (27 years). SMDRX (0.81) is less costly to investors than VIMSX (0.17). SMDRX is a more actively managed with annual turnover of: 48.00 vs. VIMSX (16.00). 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 : 14.97 vs. SMDRX (-0.76). VIMSX return over 5 years is better than : 66.25 vs. SMDRX (30.85).
| SMDRX | VIMSX | SMDRX / VIMSX | |
| Total Expense Ratio | 0.81 | 0.17 | 476% |
| Annual Report Gross Expense Ratio | 0.81 | 0.17 | 476% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 1.335 | 10.221 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 985M | 197B | 1% |
| Annual Yield % from dividends | 0.41 | 1.37 | 30% |
| Returns for 1 year | -0.76 | 14.97 | -5% |
| Returns for 3 years | 14.64 | 34.72 | 42% |
| Returns for 5 years | 30.85 | 66.25 | 47% |
| Returns for 10 years | 66.21 | 155.66 | 43% |