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SMDVX vs VIMAX
SMDVX vs VIMAX Comparison
Open Charts SMDVX vs VIMAX
Hartford Schroders US MidCap Opps A
Price$17.66
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets983.33M
Vanguard Mid Cap Index Admiral
Price$331.04
Change-$0.48 (-0.14%)
VolumeN/A
Net Assets175.12B
SMDVX vs VIMAX Comparison Chart
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SMDVX vs. VIMAX commentary
May 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 SMDVX is a Buy and VIMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 175B vs. SMDVX (983M). VIMAX pays higher dividends than SMDVX: VIMAX (1.60) vs SMDVX (0.17). SMDVX was incepted earlier than VIMAX: SMDVX (19 years) vs VIMAX (24 years). SMDVX (1.16) is less costly to investors than VIMAX (0.05). SMDVX is a more actively managed with annual turnover of: 48.00 vs. VIMAX (16.00). 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 : 10.20 vs. SMDVX (-1.95). VIMAX return over 5 years is better than : 78.48 vs. SMDVX (38.58).
| SMDVX | VIMAX | SMDVX / VIMAX | |
| Total Expense Ratio | 1.16 | 0.05 | 2,320% |
| Annual Report Gross Expense Ratio | 1.16 | 0.05 | 2,320% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | -1.580 | 3.632 | -43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 983M | 175B | 1% |
| Annual Yield % from dividends | 0.17 | 1.60 | 10% |
| Returns for 1 year | -1.95 | 10.20 | -19% |
| Returns for 3 years | 15.30 | 32.51 | 47% |
| Returns for 5 years | 38.58 | 78.48 | 49% |
| Returns for 10 years | 42.73 | 112.93 | 38% |
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