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SMDVX vs VMCIX
SMDVX vs VMCIX Comparison
Open Charts SMDVX vs VMCIX
Hartford Schroders US MidCap Opps A
Price$18.26
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets973.29M
Vanguard Mid Cap Index Institutional
Price$78.16
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
SMDVX vs VMCIX Comparison Chart in %
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SMDVX vs. VMCIX commentary
Aug 16, 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 SMDVX is a Buy and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 197B vs. SMDVX (973M). VMCIX pays higher dividends than SMDVX: VMCIX (1.50) vs SMDVX (0.16). SMDVX was incepted earlier than VMCIX: SMDVX (19 years) vs VMCIX (27 years). SMDVX (1.16) is less costly to investors than VMCIX (0.04). SMDVX is a more actively managed with annual turnover of: 48.00 vs. VMCIX (16.00). SMDVX has a lower initial minimum investment than VMCIX: SMDVX (2000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 14.60 vs. SMDVX (-1.98). VMCIX return over 5 years is better than : 62.68 vs. SMDVX (23.50).
| SMDVX | VMCIX | SMDVX / VMCIX | |
| Total Expense Ratio | 1.16 | 0.04 | 2,900% |
| Annual Report Gross Expense Ratio | 1.16 | 0.04 | 2,900% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | -0.327 | 8.571 | -4% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 973M | 197B | 0% |
| Annual Yield % from dividends | 0.16 | 1.50 | 10% |
| Returns for 1 year | -1.98 | 14.60 | -14% |
| Returns for 3 years | 6.76 | 26.76 | 25% |
| Returns for 5 years | 23.50 | 62.68 | 37% |
| Returns for 10 years | 41.99 | 125.84 | 33% |
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