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SMDIX vs VMCPX
SMDIX vs VMCPX Comparison
Open Charts SMDIX vs VMCPX
Hartford Schroders US MidCap Opps I
Price$19.71
Change+$0.24 (+1.23%)
VolumeN/A
Net Assets943.11M
Vanguard Mid Cap Index InstitutionalPlus
Price$394.64
Change+$4.35 (+1.11%)
VolumeN/A
Net Assets199.16B
SMDIX vs VMCPX Comparison Chart in %
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SMDIX vs. VMCPX commentary
Sep 28, 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 SMDIX is a Buy and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. SMDIX (943M). VMCPX pays higher dividends than SMDIX: VMCPX (1.48) vs SMDIX (0.33). SMDIX was incepted earlier than VMCPX: SMDIX (20 years) vs VMCPX (15 years). SMDIX (0.91) is less costly to investors than VMCPX (0.03). SMDIX is a more actively managed with annual turnover of: 48.00 vs. VMCPX (16.00). SMDIX has a lower initial minimum investment than VMCPX: SMDIX (2000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 11.61 vs. SMDIX (-3.56). VMCPX return over 5 years is better than : 70.96 vs. SMDIX (34.39).
| SMDIX | VMCPX | SMDIX / VMCPX | |
| Total Expense Ratio | 0.91 | 0.03 | 3,033% |
| Annual Report Gross Expense Ratio | 0.91 | 0.03 | 3,033% |
| Fund Existence | 20 years | 15 years | - |
| Gain YTD | 1.441 | 10.890 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 943M | 199B | 0% |
| Annual Yield % from dividends | 0.33 | 1.48 | 22% |
| Returns for 1 year | -3.56 | 11.61 | -31% |
| Returns for 3 years | 27.82 | 55.87 | 50% |
| Returns for 5 years | 34.39 | 70.96 | 48% |
| Returns for 10 years | 67.50 | 161.17 | 42% |
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