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SMDVX vs VIMSX
SMDVX vs VIMSX Comparison
Open Charts SMDVX vs VIMSX
Hartford Schroders US MidCap Opps A
Price$18.64
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets986.67M
Vanguard Mid Cap Index Investor
Price$79.00
Change-$0.11 (-0.14%)
VolumeN/A
Net Assets199.16B
SMDVX vs VIMSX Comparison Chart in %
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SMDVX vs. VIMSX 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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. SMDVX (987M). VIMSX pays higher dividends than SMDVX: VIMSX (1.35) 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 : 15.02 vs. SMDVX (-0.90). VIMSX return over 5 years is better than : 64.92 vs. SMDVX (27.94).
| 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 | 1.525 | 9.679 | 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 | 1.35 | 11% |
| Returns for 1 year | -0.90 | 15.02 | -6% |
| Returns for 3 years | 17.97 | 41.01 | 44% |
| Returns for 5 years | 27.94 | 64.92 | 43% |
| Returns for 10 years | 52.49 | 140.93 | 37% |
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