Interact to see
Advertisement
Advertisement
SMDVX vs VIMAX
SMDVX vs VIMAX Comparison
Open Charts SMDVX vs VIMAX
Hartford Schroders US MidCap Opps A
Price$18.64
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets986.67M
Vanguard Mid Cap Index Admiral
Price$358.38
Change-$0.51 (-0.14%)
VolumeN/A
Net Assets199.16B
SMDVX vs VIMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMDVX vs. VIMAX commentary
Sep 08, 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 Hold and VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 199B vs. SMDVX (987M). VIMAX pays higher dividends than SMDVX: VIMAX (1.47) vs SMDVX (0.16). SMDVX was incepted earlier than VIMAX: SMDVX (19 years) vs VIMAX (24 years). SMDVX (1.16) is less costly to investors than VIMAX (0.05). SMDVX is a more actively managed with annual turnover of: 48.00 vs. VIMAX (16.00). SMDVX has a lower initial minimum investment than VIMAX: SMDVX (2000) vs VIMAX (3000). VIMAX annual gain was more profitable for investors over the last year : 15.04 vs. SMDVX (-0.90). VIMAX return over 5 years is better than : 65.04 vs. SMDVX (27.94).
| SMDVX | VIMAX | SMDVX / VIMAX | |
| Total Expense Ratio | 1.16 | 0.05 | 2,320% |
| Annual Report Gross Expense Ratio | 1.16 | 0.05 | 2,320% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 1.525 | 9.709 | 16% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 987M | 199B | 0% |
| Annual Yield % from dividends | 0.16 | 1.47 | 11% |
| Returns for 1 year | -0.90 | 15.04 | -6% |
| Returns for 3 years | 17.97 | 41.07 | 44% |
| Returns for 5 years | 27.94 | 65.04 | 43% |
| Returns for 10 years | 52.49 | 141.10 | 37% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement