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SMDVX vs VMCIX
SMDVX vs VMCIX Comparison
Open Charts SMDVX vs VMCIX
Hartford Schroders US MidCap Opps A
Price$17.66
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets983.33M
Vanguard Mid Cap Index Institutional
Price$73.13
Change-$0.10 (-0.14%)
VolumeN/A
Net Assets175.12B
SMDVX vs VMCIX Comparison Chart
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SMDVX vs. VMCIX commentary
May 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 SMDVX is a Buy and VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. SMDVX (983M). VMCIX pays higher dividends than SMDVX: VMCIX (1.61) vs SMDVX (0.17). 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 : 10.20 vs. SMDVX (-1.95). VMCIX return over 5 years is better than : 78.50 vs. SMDVX (38.58).
| 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 | -1.580 | 3.624 | -44% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 983M | 175B | 1% |
| Annual Yield % from dividends | 0.17 | 1.61 | 10% |
| Returns for 1 year | -1.95 | 10.20 | -19% |
| Returns for 3 years | 15.30 | 32.51 | 47% |
| Returns for 5 years | 38.58 | 78.50 | 49% |
| Returns for 10 years | 42.73 | 112.96 | 38% |
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