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SMDVX vs VIMAX
SMDVX vs VIMAX Comparison
Open Charts SMDVX vs VIMAX
Hartford Schroders US MidCap Opps A
Price$18.68
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets948.17M
Vanguard Mid Cap Index Admiral
Price$358.27
Change+$0.63 (+0.18%)
VolumeN/A
Net Assets201.28B
SMDVX vs VIMAX Comparison Chart in %
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SMDVX vs. VIMAX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 201B vs. SMDVX (948M). VIMAX pays higher dividends than SMDVX: VIMAX (1.48) vs SMDVX (0.15). SMDVX was incepted earlier than VIMAX: SMDVX (20 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 : 7.58 vs. SMDVX (-5.55). VIMAX return over 5 years is better than : 57.32 vs. SMDVX (23.02).
| 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 | 20 years | 24 years | - |
| Gain YTD | 1.743 | 9.707 | 18% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 948M | 201B | 0% |
| Annual Yield % from dividends | 0.15 | 1.48 | 10% |
| Returns for 1 year | -5.55 | 7.58 | -73% |
| Returns for 3 years | 22.62 | 49.70 | 46% |
| Returns for 5 years | 23.02 | 57.32 | 40% |
| Returns for 10 years | 52.81 | 140.93 | 37% |
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