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SMDRX vs VMCPX
SMDRX vs VMCPX Comparison
Open Charts SMDRX vs VMCPX
Hartford Schroders US MidCap Opps SDR
Price$19.91
Change+$0.10 (+0.50%)
VolumeN/A
Net Assets1.01B
Vanguard Mid Cap Index InstitutionalPlus
Price$390.87
Change+$2.97 (+0.77%)
VolumeN/A
Net Assets192.45B
SMDRX vs VMCPX Comparison Chart in %
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SMDRX vs. VMCPX commentary
Jul 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 SMDRX is a Buy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 192B vs. SMDRX (1.01B). VMCPX pays higher dividends than SMDRX: VMCPX (1.54) vs SMDRX (0.42). SMDRX was incepted earlier than VMCPX: SMDRX (11 years) vs VMCPX (15 years). SMDRX (0.81) is less costly to investors than VMCPX (0.03). SMDRX is a more actively managed with annual turnover of: 48.00 vs. VMCPX (16.00). SMDRX has a lower initial minimum investment than VMCPX: SMDRX (5000000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 17.91 vs. SMDRX (3.08). VMCPX return over 5 years is better than : 70.93 vs. SMDRX (36.03).
| SMDRX | VMCPX | SMDRX / VMCPX | |
| Total Expense Ratio | 0.81 | 0.03 | 2,700% |
| Annual Report Gross Expense Ratio | 0.81 | 0.03 | 2,700% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 2.260 | 9.831 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 192B | 1% |
| Annual Yield % from dividends | 0.42 | 1.54 | 27% |
| Returns for 1 year | 3.08 | 17.91 | 17% |
| Returns for 3 years | 20.44 | 42.13 | 49% |
| Returns for 5 years | 36.03 | 70.93 | 51% |
| Returns for 10 years | 56.07 | 132.70 | 42% |
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