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SMDVX vs VMCPX
SMDVX vs VMCPX Comparison
Open Charts SMDVX vs VMCPX
Hartford Schroders US MidCap Opps A
Price$18.26
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets970.94M
Vanguard Mid Cap Index InstitutionalPlus
Price$385.48
Change-$0.94 (-0.24%)
VolumeN/A
Net Assets196.76B
SMDVX vs VMCPX Comparison Chart in %
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SMDVX vs. VMCPX commentary
Aug 18, 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 Buy and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. SMDVX (971M). VMCPX pays higher dividends than SMDVX: VMCPX (1.51) 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 : 14.33 vs. SMDVX (-2.19). VMCPX return over 5 years is better than : 62.30 vs. SMDVX (23.23).
| 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 | -0.545 | 8.316 | -7% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 971M | 197B | 0% |
| Annual Yield % from dividends | 0.16 | 1.51 | 10% |
| Returns for 1 year | -2.19 | 14.33 | -15% |
| Returns for 3 years | 6.53 | 26.46 | 25% |
| Returns for 5 years | 23.23 | 62.30 | 37% |
| Returns for 10 years | 41.68 | 125.31 | 33% |
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