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SMDIX vs VMCIX
SMDIX vs VMCIX Comparison
Open Charts SMDIX vs VMCIX
Hartford Schroders US MidCap Opps I
Price$17.16
Change-$0.55 (-3.11%)
VolumeN/A
Net Assets929.76M
Vanguard Mid Cap Index Institutional
Price$65.54
Change-$2.07 (-3.06%)
VolumeN/A
Net Assets175.23B
SMDIX vs VMCIX Comparison Chart
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SMDIX vs. VMCIX commentary
Apr 12, 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 SMDIX is a Hold and VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. SMDIX (930M). VMCIX pays higher dividends than SMDIX: VMCIX (1.60) vs SMDIX (0.34). SMDIX was incepted earlier than VMCIX: SMDIX (19 years) vs VMCIX (27 years). SMDIX (0.91) is less costly to investors than VMCIX (0.04). SMDIX is a more actively managed with annual turnover of: 34.00 vs. VMCIX (13.00). SMDIX has a lower initial minimum investment than VMCIX: SMDIX (2000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 1.68 vs. SMDIX (-7.73). VMCIX return over 5 years is better than : 72.03 vs. SMDIX (37.39).
| SMDIX | VMCIX | SMDIX / VMCIX | |
| Total Expense Ratio | 0.91 | 0.04 | 2,275% |
| Annual Report Gross Expense Ratio | 0.91 | 0.04 | 2,275% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | -8.852 | -6.311 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 930M | 175B | 1% |
| Annual Yield % from dividends | 0.34 | 1.60 | 21% |
| Returns for 1 year | -7.73 | 1.68 | -460% |
| Returns for 3 years | -0.55 | 6.85 | -8% |
| Returns for 5 years | 37.39 | 72.03 | 52% |
| Returns for 10 years | 39.69 | 94.11 | 42% |