Ad is loading...
SMDVX vs VIMSX
SMDVX vs VIMSX Comparison
Open Charts SMDVX vs VIMSX
Hartford Schroders US MidCap Opps A
Price$16.44
Change+$0.23 (+1.42%)
VolumeN/A
Net Assets901.05M
Vanguard Mid Cap Index Investor
Price$66.54
Change+$1.13 (+1.73%)
VolumeN/A
Net Assets175.23B
SMDVX vs VIMSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SMDVX vs. VIMSX 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 Buy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. SMDVX (901M). VIMSX pays higher dividends than SMDVX: VIMSX (1.46) vs SMDVX (0.16). SMDVX was incepted earlier than VIMSX: SMDVX (19 years) vs VIMSX (27 years). SMDVX (1.18) is less costly to investors than VIMSX (0.17). 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 : -1.55 vs. SMDVX (-11.22). VIMSX return over 5 years is better than : 66.61 vs. SMDVX (29.95).
| SMDVX | VIMSX | SMDVX / VIMSX | |
| Total Expense Ratio | 1.18 | 0.17 | 694% |
| Annual Report Gross Expense Ratio | 1.18 | 0.17 | 694% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | -11.710 | -9.188 | 127% |
| 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 | 1.46 | 11% |
| Returns for 1 year | -11.22 | -1.55 | 725% |
| Returns for 3 years | -4.66 | 3.92 | -119% |
| Returns for 5 years | 29.95 | 66.61 | 45% |
| Returns for 10 years | 29.87 | 87.80 | 34% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| AEF | 4.83 | 0.24 | +5.11% |
| abrdn Emerging Markets ex-China Fund Inc. | |||
| BBEU | 59.95 | 1.48 | +2.53% |
| JPMorgan BetaBuilders Europe ETF | |||
| PEO | 19.93 | 0.41 | +2.10% |
| Adams Natural Resources Fund | |||
| FLHK | 16.38 | 0.27 | +1.66% |
| Franklin FTSE Hong Kong ETF | |||
| EJUL | 24.67 | 0.38 | +1.58% |
| Innovator Emerging Power Bffr ETF July | |||