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SMDRX vs VMCIX
SMDRX vs VMCIX Comparison
Open Charts SMDRX vs VMCIX
Hartford Schroders US MidCap Opps SDR
Price$21.20
Change-$0.27 (-1.26%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$74.52
Change-$0.41 (-0.55%)
VolumeN/A
CapitalizationN/A
SMDRX vs VMCIX Comparison Chart
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SMDRX vs. VMCIX commentary
Nov 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 SMDRX is a Buy and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. SMDRX (1.03B). VMCIX pays higher dividends than SMDRX: VMCIX (1.50) vs SMDRX (0.49). SMDRX was incepted earlier than VMCIX: SMDRX (10 years) vs VMCIX (27 years). SMDRX is a more actively managed with annual turnover of: 34.00 vs. VMCIX (13.00). SMDRX (5000000) and VMCIX (5000000) have matching initial minimum investment requirements. VMCIX annual gain was more profitable for investors over the last year : 28.30 vs. SMDRX (23.64). VMCIX return over 5 years is better than : 59.03 vs. SMDRX (33.86).
| SMDRX | VMCIX | SMDRX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 16.101 | 17.340 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 175B | 1% |
| Annual Yield % from dividends | 0.49 | 1.50 | 33% |
| Returns for 1 year | 23.64 | 28.30 | 84% |
| Returns for 3 years | -3.36 | 5.05 | -67% |
| Returns for 5 years | 33.86 | 59.03 | 57% |
| Returns for 10 years | N/A | 128.04 | - |
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