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SMDVX vs VIMAX
SMDVX vs VIMAX Comparison
Open Charts SMDVX vs VIMAX
Hartford Schroders US MidCap Opps A
Price$18.26
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets970.94M
Vanguard Mid Cap Index Admiral
Price$353.82
Change-$0.86 (-0.24%)
VolumeN/A
Net Assets196.76B
SMDVX vs VIMAX Comparison Chart in %
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SMDVX vs. VIMAX 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 SMDVX is a Buy and VIMAX is a Hold.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 197B vs. SMDVX (971M). VIMAX pays higher dividends than SMDVX: VIMAX (1.49) 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 : 14.33 vs. SMDVX (-2.19). VIMAX return over 5 years is better than : 62.28 vs. SMDVX (23.23).
| 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 | -0.545 | 8.313 | -7% |
| Front Load | 6% | 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 | 0.16 | 1.49 | 10% |
| Returns for 1 year | -2.19 | 14.33 | -15% |
| Returns for 3 years | 6.53 | 26.45 | 25% |
| Returns for 5 years | 23.23 | 62.28 | 37% |
| Returns for 10 years | 41.68 | 125.24 | 33% |
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