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SMDRX vs VMCIX
SMDRX vs VMCIX Comparison
Open Charts SMDRX vs VMCIX
Hartford Schroders US MidCap Opps SDR
Price$19.32
Change-$0.33 (-1.68%)
VolumeN/A
Net Assets1.01B
Vanguard Mid Cap Index Institutional
Price$74.00
Change-$1.43 (-1.90%)
VolumeN/A
Net Assets184.83B
SMDRX vs VMCIX Comparison Chart
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SMDRX vs. VMCIX commentary
Feb 23, 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 Hold and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. SMDRX (1.01B). 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 : 14.06 vs. SMDRX (1.92). VMCIX return over 5 years is better than : 48.48 vs. SMDRX (16.93).
| 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 | -0.770 | 2.479 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 185B | 1% |
| Annual Yield % from dividends | 0.49 | 1.50 | 33% |
| Returns for 1 year | 1.92 | 14.06 | 14% |
| Returns for 3 years | 11.30 | 19.70 | 57% |
| Returns for 5 years | 16.93 | 48.48 | 35% |
| Returns for 10 years | 55.61 | 114.31 | 49% |
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