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SMDVX vs VIMSX
SMDVX vs VIMSX Comparison
Open Charts SMDVX vs VIMSX
Hartford Schroders US MidCap Opps A
Price$19.08
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets1.06B
Vanguard Mid Cap Index Investor
Price$75.72
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets176.87B
SMDVX vs VIMSX Comparison Chart
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SMDVX vs. VIMSX commentary
Jan 26, 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: 177B vs. SMDVX (1.06B). VIMSX pays higher dividends than SMDVX: VIMSX (1.38) vs SMDVX (0.24). SMDVX was incepted earlier than VIMSX: SMDVX (19 years) vs VIMSX (27 years). SMDVX is a more actively managed with annual turnover of: 34.00 vs. VIMSX (13.00). 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 : 20.37 vs. SMDVX (10.22). VIMSX return over 5 years is better than : 53.77 vs. SMDVX (20.53).
| SMDVX | VIMSX | SMDVX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | 3.922 | 5.065 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 177B | 1% |
| Annual Yield % from dividends | 0.24 | 1.38 | 17% |
| Returns for 1 year | 10.22 | 20.37 | 50% |
| Returns for 3 years | 13.28 | 22.47 | 59% |
| Returns for 5 years | 20.53 | 53.77 | 38% |
| Returns for 10 years | 62.14 | 129.22 | 48% |
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