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SMDVX vs VIMAX
SMDVX vs VIMAX Comparison
Open Charts SMDVX vs VIMAX
Hartford Schroders US MidCap Opps A
Price$16.44
Change+$0.23 (+1.42%)
VolumeN/A
Net Assets901.05M
Vanguard Mid Cap Index Admiral
Price$301.78
Change+$5.10 (+1.72%)
VolumeN/A
Net Assets175.23B
SMDVX vs VIMAX Comparison Chart
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SMDVX vs. VIMAX commentary
Apr 12, 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 SMDVX is a Hold and VIMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 175B vs. SMDVX (901M). VIMAX pays higher dividends than SMDVX: VIMAX (1.59) vs SMDVX (0.16). SMDVX was incepted earlier than VIMAX: SMDVX (19 years) vs VIMAX (23 years). SMDVX (1.18) is less costly to investors than VIMAX (0.05). SMDVX is a more actively managed with annual turnover of: 34.00 vs. VIMAX (13.00). SMDVX has a lower initial minimum investment than VIMAX: SMDVX (2000) vs VIMAX (3000). VIMAX annual gain was more profitable for investors over the last year : 1.68 vs. SMDVX (-8.38). VIMAX return over 5 years is better than : 72.02 vs. SMDVX (34.12).
| SMDVX | VIMAX | SMDVX / VIMAX | |
| Total Expense Ratio | 1.18 | 0.05 | 2,360% |
| Annual Report Gross Expense Ratio | 1.18 | 0.05 | 2,360% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -8.878 | -6.305 | 141% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 901M | 175B | 1% |
| Annual Yield % from dividends | 0.16 | 1.59 | 10% |
| Returns for 1 year | -8.38 | 1.68 | -498% |
| Returns for 3 years | -1.95 | 6.86 | -28% |
| Returns for 5 years | 34.12 | 72.02 | 47% |
| Returns for 10 years | 34.25 | 94.07 | 36% |
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