Ad is loading...
SMDVX vs VIMSX
SMDVX vs VIMSX Comparison
Open Charts SMDVX vs VIMSX
Hartford Schroders US MidCap Opps A
Price$18.51
Change+$0.21 (+1.15%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$73.16
Change+$1.15 (+1.60%)
VolumeN/A
CapitalizationN/A
SMDVX vs VIMSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SMDVX vs. VIMSX commentary
Dec 23, 2024
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 Hold and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 190B vs. SMDVX (1.02B). 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 : 16.42 vs. SMDVX (7.65). VIMSX return over 5 years is better than : 51.60 vs. SMDVX (18.54).
| 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 | 6.932 | 15.413 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 190B | 1% |
| Annual Yield % from dividends | 0.24 | 1.38 | 17% |
| Returns for 1 year | 7.65 | 16.42 | 47% |
| Returns for 3 years | 3.95 | 8.08 | 49% |
| Returns for 5 years | 18.54 | 51.60 | 36% |
| Returns for 10 years | 55.72 | 119.08 | 47% |