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SMDVX vs VIMSX
SMDVX vs VIMSX Comparison
Open Charts SMDVX vs VIMSX
Hartford Schroders US MidCap Opps A
Price$17.68
Change-$0.28 (-1.56%)
VolumeN/A
Net Assets972.71M
Vanguard Mid Cap Index Investor
Price$74.01
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
SMDVX vs VIMSX Comparison Chart
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SMDVX vs. VIMSX commentary
Jun 15, 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 VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. SMDVX (973M). VIMSX pays higher dividends than SMDVX: VIMSX (1.40) vs SMDVX (0.16). SMDVX was incepted earlier than VIMSX: SMDVX (19 years) vs VIMSX (27 years). SMDVX (1.16) is less costly to investors than VIMSX (0.17). SMDVX is a more actively managed with annual turnover of: 48.00 vs. VIMSX (16.00). SMDVX has a lower initial minimum investment than VIMSX: SMDVX (2000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 12.88 vs. SMDVX (-1.26). VIMSX return over 5 years is better than : 71.54 vs. SMDVX (33.56).
| SMDVX | VIMSX | SMDVX / VIMSX | |
| Total Expense Ratio | 1.16 | 0.17 | 682% |
| Annual Report Gross Expense Ratio | 1.16 | 0.17 | 682% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | -2.179 | 3.945 | -55% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 973M | 185B | 1% |
| Annual Yield % from dividends | 0.16 | 1.40 | 11% |
| Returns for 1 year | -1.26 | 12.88 | -10% |
| Returns for 3 years | 19.92 | 40.72 | 49% |
| Returns for 5 years | 33.56 | 71.54 | 47% |
| Returns for 10 years | 41.09 | 116.49 | 35% |
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