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SMDVX vs VMCPX
SMDVX vs VMCPX Comparison
Open Charts SMDVX vs VMCPX
Hartford Schroders US MidCap Opps A
Price$20.79
Change+$0.23 (+1.12%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$380.34
Change+$3.69 (+0.98%)
VolumeN/A
CapitalizationN/A
SMDVX vs VMCPX Comparison Chart
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SMDVX vs. VMCPX commentary
Nov 23, 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 StrongBuy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. SMDVX (1.06B). VMCPX pays higher dividends than SMDVX: VMCPX (1.51) vs SMDVX (0.24). SMDVX was incepted earlier than VMCPX: SMDVX (19 years) vs VMCPX (14 years). SMDVX is a more actively managed with annual turnover of: 34.00 vs. VMCPX (13.00). SMDVX has a lower initial minimum investment than VMCPX: SMDVX (2000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 31.11 vs. SMDVX (26.18). VMCPX return over 5 years is better than : 64.71 vs. SMDVX (36.63).
| SMDVX | VMCPX | SMDVX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 20.104 | 21.443 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 175B | 1% |
| Annual Yield % from dividends | 0.24 | 1.51 | 16% |
| Returns for 1 year | 26.18 | 31.11 | 84% |
| Returns for 3 years | -0.72 | 11.24 | -6% |
| Returns for 5 years | 36.63 | 64.71 | 57% |
| Returns for 10 years | 50.29 | 133.38 | 38% |