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SMDVX vs VMCPX
SMDVX vs VMCPX Comparison
Open Charts SMDVX vs VMCPX
Hartford Schroders US MidCap Opps A
Price$18.36
Change+$0.11 (+0.60%)
VolumeN/A
Net Assets989.08M
Vanguard Mid Cap Index InstitutionalPlus
Price$383.04
Change+$2.26 (+0.59%)
VolumeN/A
Net Assets185.28B
SMDVX vs VMCPX Comparison Chart in %
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SMDVX vs. VMCPX commentary
Jul 07, 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 SMDVX is a StrongBuy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. SMDVX (989M). VMCPX pays higher dividends than SMDVX: VMCPX (1.54) vs SMDVX (0.16). SMDVX was incepted earlier than VMCPX: SMDVX (19 years) vs VMCPX (15 years). SMDVX (1.16) is less costly to investors than VMCPX (0.03). SMDVX is a more actively managed with annual turnover of: 48.00 vs. VMCPX (16.00). 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 : 17.65 vs. SMDVX (1.61). VMCPX return over 5 years is better than : 73.80 vs. SMDVX (34.35).
| SMDVX | VMCPX | SMDVX / VMCPX | |
| Total Expense Ratio | 1.16 | 0.03 | 3,867% |
| Annual Report Gross Expense Ratio | 1.16 | 0.03 | 3,867% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 0.000 | 7.631 | - |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 989M | 185B | 1% |
| Annual Yield % from dividends | 0.16 | 1.54 | 10% |
| Returns for 1 year | 1.61 | 17.65 | 9% |
| Returns for 3 years | 20.05 | 43.14 | 46% |
| Returns for 5 years | 34.35 | 73.80 | 47% |
| Returns for 10 years | 45.82 | 127.62 | 36% |
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