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SMDVX vs VMCPX
SMDVX vs VMCPX Comparison
Open Charts SMDVX vs VMCPX
Hartford Schroders US MidCap Opps A
Price$18.74
Change+$0.09 (+0.48%)
VolumeN/A
Net Assets1.01B
Vanguard Mid Cap Index InstitutionalPlus
Price$390.87
Change+$2.97 (+0.77%)
VolumeN/A
Net Assets192.45B
SMDVX vs VMCPX Comparison Chart in %
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SMDVX vs. VMCPX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 192B vs. SMDVX (1.01B). 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 : 17.91 vs. SMDVX (2.24). VMCPX return over 5 years is better than : 70.93 vs. SMDVX (32.33).
| 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 | 2.070 | 9.831 | 21% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 192B | 1% |
| Annual Yield % from dividends | 0.16 | 1.54 | 10% |
| Returns for 1 year | 2.24 | 17.91 | 13% |
| Returns for 3 years | 18.38 | 42.13 | 44% |
| Returns for 5 years | 32.33 | 70.93 | 46% |
| Returns for 10 years | 48.84 | 132.70 | 37% |
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