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SMDRX vs VMCPX
SMDRX vs VMCPX Comparison
Open Charts SMDRX vs VMCPX
Hartford Schroders US MidCap Opps SDR
Price$19.82
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets986.48M
Vanguard Mid Cap Index InstitutionalPlus
Price$391.25
Change+$0.80 (+0.20%)
VolumeN/A
Net Assets199.16B
SMDRX vs VMCPX Comparison Chart in %
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SMDRX vs. VMCPX commentary
Sep 09, 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 Hold and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. SMDRX (986M). VMCPX pays higher dividends than SMDRX: VMCPX (1.48) vs SMDRX (0.41). 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 : 15.04 vs. SMDRX (-0.06). VMCPX return over 5 years is better than : 65.05 vs. SMDRX (31.62).
| 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 | 1.798 | 9.713 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 986M | 199B | 0% |
| Annual Yield % from dividends | 0.41 | 1.48 | 28% |
| Returns for 1 year | -0.06 | 15.04 | -0% |
| Returns for 3 years | 20.11 | 41.08 | 49% |
| Returns for 5 years | 31.62 | 65.05 | 49% |
| Returns for 10 years | 60.01 | 141.17 | 43% |
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