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SMDIX vs VMCPX
SMDIX vs VMCPX Comparison
Open Charts SMDIX vs VMCPX
Hartford Schroders US MidCap Opps I
Price$20.89
Change+$0.02 (+0.10%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$363.34
Change-$0.56 (-0.15%)
VolumeN/A
CapitalizationN/A
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SMDIX vs VMCPX Comparison Chart
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SMDIX vs. VMCPX commentary
Oct 18, 2024
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 StrongBuy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 176B vs. SMDIX (1.03B). VMCPX pays higher dividends than SMDIX: VMCPX (1.51) vs SMDIX (0.42). SMDIX was incepted earlier than VMCPX: SMDIX (19 years) vs VMCPX (14 years). SMDIX is a more actively managed with annual turnover of: 34.00 vs. VMCPX (13.00). SMDIX has a lower initial minimum investment than VMCPX: SMDIX (2000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 28.63 vs. SMDIX (23.41). VMCPX return over 5 years is better than : 62.61 vs. SMDIX (37.38).
| SMDIX | VMCPX | SMDIX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 14.544 | 16.194 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 176B | 1% |
| Annual Yield % from dividends | 0.42 | 1.51 | 28% |
| Returns for 1 year | 23.41 | 28.63 | 82% |
| Returns for 3 years | -1.10 | 9.75 | -11% |
| Returns for 5 years | 37.38 | 62.61 | 60% |
| Returns for 10 years | 63.66 | 147.17 | 43% |
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