Interact to see
Advertisement
Advertisement
SMDRX vs VIMSX
SMDRX vs VIMSX Comparison
Open Charts SMDRX vs VIMSX
Hartford Schroders US MidCap Opps SDR
Price$18.89
Change-$0.06 (-0.32%)
VolumeN/A
Net Assets966.01M
Vanguard Mid Cap Index Investor
Price$74.82
Change+$0.53 (+0.71%)
VolumeN/A
Net Assets185.28B
SMDRX vs VIMSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SMDRX vs. VIMSX commentary
Jun 07, 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: 185B vs. SMDRX (966M). VIMSX pays higher dividends than SMDRX: VIMSX (1.40) vs SMDRX (0.43). SMDRX was incepted earlier than VIMSX: SMDRX (10 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 : 11.82 vs. SMDRX (-1.07). VIMSX return over 5 years is better than : 59.71 vs. SMDRX (27.42).
| SMDRX | VIMSX | SMDRX / VIMSX | |
| Total Expense Ratio | 0.81 | 0.17 | 476% |
| Annual Report Gross Expense Ratio | 0.81 | 0.17 | 476% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | -2.671 | 3.251 | -82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 966M | 185B | 1% |
| Annual Yield % from dividends | 0.43 | 1.40 | 31% |
| Returns for 1 year | -1.07 | 11.82 | -9% |
| Returns for 3 years | 10.04 | 25.42 | 39% |
| Returns for 5 years | 27.42 | 59.71 | 46% |
| Returns for 10 years | 49.12 | 116.64 | 42% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FTGC | 24.72 | 0.20 | +0.82% |
| First Trust Global Tact Cmdty Strat ETF | |||
| BSL | 14.20 | 0.05 | +0.39% |
| Blackstone Senior Floating Rate 2027 Term Fund | |||
| TEMP | 47.39 | N/A | N/A |
| JPMorgan Climate Change Solutions ETF | |||
| MLN | 16.76 | -0.03 | -0.18% |
| VanEck Long Muni ETF | |||
| JDST | 9.13 | -0.39 | -4.10% |
| Direxion Daily Jr Gld Mnrs Bear 2X ETF | |||