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SMDVX vs VMCPX
SMDVX vs VMCPX Comparison
Open Charts SMDVX vs VMCPX
Hartford Schroders US MidCap Opps A
Price$20.47
Change-$0.10 (-0.49%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$373.51
Change-$2.41 (-0.64%)
VolumeN/A
CapitalizationN/A
SMDVX vs VMCPX Comparison Chart
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SMDVX vs. VMCPX commentary
Nov 13, 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. SMDVX (1.07B). 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 : 34.39 vs. SMDVX (29.33). VMCPX return over 5 years is better than : 62.75 vs. SMDVX (34.43).
| 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 | 18.255 | 19.262 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 175B | 1% |
| Annual Yield % from dividends | 0.24 | 1.51 | 16% |
| Returns for 1 year | 29.33 | 34.39 | 85% |
| Returns for 3 years | -2.66 | 7.60 | -35% |
| Returns for 5 years | 34.43 | 62.75 | 55% |
| Returns for 10 years | 50.90 | 133.38 | 38% |