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SMDIX vs VMCPX
SMDIX vs VMCPX Comparison
Open Charts SMDIX vs VMCPX
Hartford Schroders US MidCap Opps I
Price$19.17
Change-$0.22 (-1.13%)
VolumeN/A
Net Assets963.05M
Vanguard Mid Cap Index InstitutionalPlus
Price$382.45
Change-$1.13 (-0.29%)
VolumeN/A
Net Assets196.76B
SMDIX vs VMCPX Comparison Chart in %
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SMDIX vs. VMCPX commentary
Aug 10, 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 Buy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. SMDIX (963M). VMCPX pays higher dividends than SMDIX: VMCPX (1.51) vs SMDIX (0.33). SMDIX was incepted earlier than VMCPX: SMDIX (19 years) vs VMCPX (15 years). SMDIX (0.91) is less costly to investors than VMCPX (0.03). SMDIX is a more actively managed with annual turnover of: 48.00 vs. VMCPX (16.00). 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 : 16.35 vs. SMDIX (-0.22). VMCPX return over 5 years is better than : 61.64 vs. SMDIX (25.72).
| SMDIX | VMCPX | SMDIX / VMCPX | |
| Total Expense Ratio | 0.91 | 0.03 | 3,033% |
| Annual Report Gross Expense Ratio | 0.91 | 0.03 | 3,033% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | -1.338 | 7.465 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 963M | 197B | 0% |
| Annual Yield % from dividends | 0.33 | 1.51 | 22% |
| Returns for 1 year | -0.22 | 16.35 | -1% |
| Returns for 3 years | 12.12 | 31.52 | 38% |
| Returns for 5 years | 25.72 | 61.64 | 42% |
| Returns for 10 years | 47.78 | 126.00 | 38% |
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