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SMDRX vs VEXAX
SMDRX vs VEXAX Comparison
Open Charts SMDRX vs VEXAX
Hartford Schroders US MidCap Opps SDR
Price$19.70
Change-$0.21 (-1.05%)
VolumeN/A
Net Assets975.97M
Vanguard Extended Market Index Admiral
Price$158.48
Change-$1.51 (-0.94%)
VolumeN/A
Net Assets81.53B
SMDRX vs VEXAX Comparison Chart in %
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SMDRX vs. VEXAX commentary
Sep 14, 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 VEXAX is a Hold.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 81.5B vs. SMDRX (976M). VEXAX pays higher dividends than SMDRX: VEXAX (1.07) vs SMDRX (0.41). SMDRX was incepted earlier than VEXAX: SMDRX (11 years) vs VEXAX (25 years). SMDRX (0.81) is less costly to investors than VEXAX (0.05). SMDRX is a more actively managed with annual turnover of: 48.00 vs. VEXAX (11.00). VEXAX has a lower initial minimum investment than SMDRX: VEXAX (3000) vs SMDRX (5000000). VEXAX annual gain was more profitable for investors over the last year : 20.33 vs. SMDRX (-0.67). VEXAX return over 5 years is better than : 68.46 vs. SMDRX (33.17).
| SMDRX | VEXAX | SMDRX / VEXAX | |
| Total Expense Ratio | 0.81 | 0.05 | 1,620% |
| Annual Report Gross Expense Ratio | 0.81 | 0.05 | 1,620% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 1.181 | 10.159 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 976M | 81.5B | 1% |
| Annual Yield % from dividends | 0.41 | 1.07 | 39% |
| Returns for 1 year | -0.67 | 20.33 | -3% |
| Returns for 3 years | 16.94 | 48.75 | 35% |
| Returns for 5 years | 33.17 | 68.46 | 48% |
| Returns for 10 years | 58.92 | 149.53 | 39% |
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