Ad is loading...
SMDVX vs VMCPX
SMDVX vs VMCPX Comparison
Open Charts SMDVX vs VMCPX
Hartford Schroders US MidCap Opps A
Price$19.21
Change-$0.09 (-0.47%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$352.79
Change-$0.65 (-0.18%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
SMDVX vs VMCPX Comparison Chart
Loading...
SMDVX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 172B vs. SMDVX (998M). VMCPX pays higher dividends than SMDVX: VMCPX (1.51) vs SMDVX (0.24). SMDVX was incepted earlier than VMCPX: SMDVX (18 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 : 25.17 vs. SMDVX (19.33). VMCPX return over 5 years is better than : 56.93 vs. SMDVX (30.51).
| SMDVX | VMCPX | SMDVX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | 10.976 | 12.593 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 998M | 172B | 1% |
| Annual Yield % from dividends | 0.24 | 1.51 | 16% |
| Returns for 1 year | 19.33 | 25.17 | 77% |
| Returns for 3 years | -2.22 | 9.85 | -23% |
| Returns for 5 years | 30.51 | 56.93 | 54% |
| Returns for 10 years | 46.33 | 128.75 | 36% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PDEC | 38.31 | 0.08 | +0.21% |
| Innovator U.S. Eq Power Buffer ETF - Dec | |||
| USDU | 26.49 | 0.05 | +0.19% |
| WisdomTree Bloomberg US Dllr Bullish ETF | |||
| AMLP | 47.17 | -0.02 | -0.04% |
| Alerian MLP ETF | |||
| IQHI | 27.04 | -0.01 | -0.04% |
| NYLI MacKay ESG High Income ETF | |||
| NDIV | 28.51 | -0.17 | -0.60% |
| Amplify Natural Resources Div Inc ETF | |||