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SMDRX vs VMCIX
SMDRX vs VMCIX Comparison
Open Charts SMDRX vs VMCIX
Hartford Schroders US MidCap Opps SDR
Price$17.89
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets919.2M
Vanguard Mid Cap Index Institutional
Price$69.41
Change-$0.10 (-0.14%)
VolumeN/A
Net Assets175.23B
SMDRX vs VMCIX Comparison Chart
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SMDRX vs. VMCIX commentary
Apr 28, 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 SMDRX is a Buy and VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. SMDRX (919M). VMCIX pays higher dividends than SMDRX: VMCIX (1.60) vs SMDRX (0.44). SMDRX was incepted earlier than VMCIX: SMDRX (10 years) vs VMCIX (27 years). SMDRX (0.82) is less costly to investors than VMCIX (0.04). 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 : 6.06 vs. SMDRX (-5.07). VMCIX return over 5 years is better than : 76.08 vs. SMDRX (40.00).
| SMDRX | VMCIX | SMDRX / VMCIX | |
| Total Expense Ratio | 0.82 | 0.04 | 2,050% |
| Annual Report Gross Expense Ratio | 0.82 | 0.04 | 2,050% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | -8.115 | -3.817 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 919M | 175B | 1% |
| Annual Yield % from dividends | 0.44 | 1.60 | 27% |
| Returns for 1 year | -5.07 | 6.06 | -84% |
| Returns for 3 years | 4.24 | 15.13 | 28% |
| Returns for 5 years | 40.00 | 76.08 | 53% |
| Returns for 10 years | 40.78 | 99.73 | 41% |
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