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SMDVX vs VMCIX
SMDVX vs VMCIX Comparison
Open Charts SMDVX vs VMCIX
Hartford Schroders US MidCap Opps A
Price$16.44
Change+$0.23 (+1.42%)
VolumeN/A
Net Assets901.05M
Vanguard Mid Cap Index Institutional
Price$66.67
Change+$1.13 (+1.72%)
VolumeN/A
Net Assets175.23B
SMDVX vs VMCIX Comparison Chart
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SMDVX vs. VMCIX commentary
Apr 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. SMDVX (901M). VMCIX pays higher dividends than SMDVX: VMCIX (1.60) vs SMDVX (0.16). SMDVX was incepted earlier than VMCIX: SMDVX (19 years) vs VMCIX (27 years). SMDVX (1.18) is less costly to investors than VMCIX (0.04). SMDVX is a more actively managed with annual turnover of: 34.00 vs. VMCIX (13.00). 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 : -1.52 vs. SMDVX (-11.22). VMCIX return over 5 years is better than : 66.76 vs. SMDVX (29.95).
| SMDVX | VMCIX | SMDVX / VMCIX | |
| Total Expense Ratio | 1.18 | 0.04 | 2,950% |
| Annual Report Gross Expense Ratio | 1.18 | 0.04 | 2,950% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | -11.710 | -9.180 | 128% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 901M | 175B | 1% |
| Annual Yield % from dividends | 0.16 | 1.60 | 10% |
| Returns for 1 year | -11.22 | -1.52 | 738% |
| Returns for 3 years | -4.66 | 3.97 | -117% |
| Returns for 5 years | 29.95 | 66.76 | 45% |
| Returns for 10 years | 29.87 | 88.01 | 34% |
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