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SMDVX vs VMCIX
SMDVX vs VMCIX Comparison
Open Charts SMDVX vs VMCIX
Hartford Schroders US MidCap Opps A
Price$19.08
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets1.06B
Vanguard Mid Cap Index Institutional
Price$75.87
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets176.87B
SMDVX vs VMCIX Comparison Chart
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SMDVX vs. VMCIX commentary
Jan 26, 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: 177B vs. SMDVX (1.06B). VMCIX pays higher dividends than SMDVX: VMCIX (1.50) vs SMDVX (0.24). SMDVX was incepted earlier than VMCIX: SMDVX (19 years) vs VMCIX (27 years). 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 : 20.40 vs. SMDVX (10.22). VMCIX return over 5 years is better than : 53.88 vs. SMDVX (20.53).
| SMDVX | VMCIX | SMDVX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | 3.922 | 5.069 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 177B | 1% |
| Annual Yield % from dividends | 0.24 | 1.50 | 16% |
| Returns for 1 year | 10.22 | 20.40 | 50% |
| Returns for 3 years | 13.28 | 22.52 | 59% |
| Returns for 5 years | 20.53 | 53.88 | 38% |
| Returns for 10 years | 62.14 | 129.50 | 48% |
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