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SMDRX vs VIMSX
SMDRX vs VIMSX Comparison
Open Charts SMDRX vs VIMSX
Hartford Schroders US MidCap Opps SDR
Price$18.78
Change-$0.29 (-1.52%)
VolumeN/A
Net Assets957.51M
Vanguard Mid Cap Index Investor
Price$74.01
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
SMDRX vs VIMSX Comparison Chart
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SMDRX vs. VIMSX commentary
Jun 16, 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 SMDRX is a Hold and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. SMDRX (958M). VIMSX pays higher dividends than SMDRX: VIMSX (1.40) vs SMDRX (0.43). SMDRX was incepted earlier than VIMSX: SMDRX (10 years) vs VIMSX (27 years). SMDRX (0.81) is less costly to investors than VIMSX (0.17). SMDRX is a more actively managed with annual turnover of: 48.00 vs. VIMSX (16.00). VIMSX has a lower initial minimum investment than SMDRX: VIMSX (3000) vs SMDRX (5000000). VIMSX annual gain was more profitable for investors over the last year : 11.58 vs. SMDRX (-2.01). VIMSX return over 5 years is better than : 69.57 vs. SMDRX (35.31).
| SMDRX | VIMSX | SMDRX / VIMSX | |
| Total Expense Ratio | 0.81 | 0.17 | 476% |
| Annual Report Gross Expense Ratio | 0.81 | 0.17 | 476% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | -3.544 | 2.751 | -129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 958M | 185B | 1% |
| Annual Yield % from dividends | 0.43 | 1.40 | 31% |
| Returns for 1 year | -2.01 | 11.58 | -17% |
| Returns for 3 years | 20.11 | 39.11 | 51% |
| Returns for 5 years | 35.31 | 69.57 | 51% |
| Returns for 10 years | 45.77 | 114.00 | 40% |
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