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SMDRX vs VMCIX
SMDRX vs VMCIX Comparison
Open Charts SMDRX vs VMCIX
Hartford Schroders US MidCap Opps SDR
Price$19.92
Change+$0.08 (+0.40%)
VolumeN/A
Net Assets1.04B
Vanguard Mid Cap Index Institutional
Price$74.90
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets176.87B
SMDRX vs VMCIX Comparison Chart
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SMDRX vs. VMCIX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 177B vs. SMDRX (1.04B). 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 : 20.83 vs. SMDRX (10.67). VMCIX return over 5 years is better than : 50.73 vs. SMDRX (21.35).
| 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 | 2.311 | 3.725 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 177B | 1% |
| Annual Yield % from dividends | 0.49 | 1.50 | 33% |
| Returns for 1 year | 10.67 | 20.83 | 51% |
| Returns for 3 years | 9.30 | 15.31 | 61% |
| Returns for 5 years | 21.35 | 50.73 | 42% |
| Returns for 10 years | 70.47 | 130.46 | 54% |
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