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SMDIX vs VIMSX
SMDIX vs VIMSX Comparison
Open Charts SMDIX vs VIMSX
Hartford Schroders US MidCap Opps I
Price$19.34
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets970.94M
Vanguard Mid Cap Index Investor
Price$78.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
SMDIX vs VIMSX Comparison Chart in %
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SMDIX vs. VIMSX commentary
Aug 18, 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 SMDIX is a Buy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. SMDIX (971M). VIMSX pays higher dividends than SMDIX: VIMSX (1.37) vs SMDIX (0.33). SMDIX was incepted earlier than VIMSX: SMDIX (19 years) vs VIMSX (27 years). SMDIX (0.91) is less costly to investors than VIMSX (0.17). SMDIX is a more actively managed with annual turnover of: 48.00 vs. VIMSX (16.00). SMDIX has a lower initial minimum investment than VIMSX: SMDIX (2000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 14.31 vs. SMDIX (-1.53). VIMSX return over 5 years is better than : 62.16 vs. SMDIX (26.18).
| SMDIX | VIMSX | SMDIX / VIMSX | |
| Total Expense Ratio | 0.91 | 0.17 | 535% |
| Annual Report Gross Expense Ratio | 0.91 | 0.17 | 535% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | -0.463 | 8.291 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 971M | 197B | 0% |
| Annual Yield % from dividends | 0.33 | 1.37 | 24% |
| Returns for 1 year | -1.53 | 14.31 | -11% |
| Returns for 3 years | 8.06 | 26.39 | 31% |
| Returns for 5 years | 26.18 | 62.16 | 42% |
| Returns for 10 years | 47.42 | 125.09 | 38% |
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