Interact to see
Advertisement
Advertisement
SMDVX vs VIMSX
SMDVX vs VIMSX Comparison
Open Charts SMDVX vs VIMSX
Hartford Schroders US MidCap Opps A
Price$17.66
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets983.33M
Vanguard Mid Cap Index Investor
Price$72.98
Change-$0.10 (-0.14%)
VolumeN/A
Net Assets175.12B
SMDVX vs VIMSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SMDVX vs. VIMSX 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 VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. SMDVX (983M). VIMSX pays higher dividends than SMDVX: VIMSX (1.48) vs SMDVX (0.17). 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 : 10.18 vs. SMDVX (-1.95). VIMSX return over 5 years is better than : 78.35 vs. SMDVX (38.58).
| 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 | -1.580 | 3.612 | -44% |
| 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 | 1.48 | 11% |
| Returns for 1 year | -1.95 | 10.18 | -19% |
| Returns for 3 years | 15.30 | 32.45 | 47% |
| Returns for 5 years | 38.58 | 78.35 | 49% |
| Returns for 10 years | 42.73 | 112.78 | 38% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement