Interact to see
Advertisement
Advertisement
SMDVX vs VIMSX
SMDVX vs VIMSX Comparison
Open Charts SMDVX vs VIMSX
Hartford Schroders US MidCap Opps A
Price$18.26
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets970.94M
Vanguard Mid Cap Index Investor
Price$78.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
SMDVX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMDVX 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 SMDVX is a Buy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. SMDVX (971M). VIMSX pays higher dividends than SMDVX: VIMSX (1.37) vs SMDVX (0.16). SMDVX was incepted earlier than VIMSX: SMDVX (19 years) vs VIMSX (27 years). SMDVX (1.16) is less costly to investors than VIMSX (0.17). SMDVX is a more actively managed with annual turnover of: 48.00 vs. VIMSX (16.00). SMDVX has a lower initial minimum investment than VIMSX: SMDVX (2000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 14.31 vs. SMDVX (-2.19). VIMSX return over 5 years is better than : 62.16 vs. SMDVX (23.23).
| SMDVX | VIMSX | SMDVX / VIMSX | |
| Total Expense Ratio | 1.16 | 0.17 | 682% |
| Annual Report Gross Expense Ratio | 1.16 | 0.17 | 682% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | -0.545 | 8.291 | -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 | 1.37 | 11% |
| Returns for 1 year | -2.19 | 14.31 | -15% |
| Returns for 3 years | 6.53 | 26.39 | 25% |
| Returns for 5 years | 23.23 | 62.16 | 37% |
| Returns for 10 years | 41.68 | 125.09 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement