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SMDVX vs VMCIX
SMDVX vs VMCIX Comparison
Open Charts SMDVX vs VMCIX
Hartford Schroders US MidCap Opps A
Price$19.21
Change-$0.09 (-0.47%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$71.53
Change-$0.13 (-0.18%)
VolumeN/A
CapitalizationN/A
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SMDVX vs VMCIX Comparison Chart
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SMDVX vs. VMCIX commentary
Sep 21, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 172B vs. SMDVX (998M). VMCIX pays higher dividends than SMDVX: VMCIX (1.50) vs SMDVX (0.24). SMDVX was incepted earlier than VMCIX: SMDVX (18 years) vs VMCIX (26 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 : 25.16 vs. SMDVX (19.33). VMCIX return over 5 years is better than : 56.92 vs. SMDVX (30.51).
| SMDVX | VMCIX | SMDVX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | 10.976 | 12.579 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 998M | 172B | 1% |
| Annual Yield % from dividends | 0.24 | 1.50 | 16% |
| Returns for 1 year | 19.33 | 25.16 | 77% |
| Returns for 3 years | -2.22 | 9.84 | -23% |
| Returns for 5 years | 30.51 | 56.92 | 54% |
| Returns for 10 years | 46.33 | 128.67 | 36% |