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SMDRX vs VEXMX
SMDRX vs VEXMX Comparison
Open Charts SMDRX vs VEXMX
Hartford Schroders US MidCap Opps SDR
Price$19.70
Change-$0.21 (-1.05%)
VolumeN/A
Net Assets975.97M
Vanguard Extended Market Index Investor
Price$158.57
Change-$1.51 (-0.94%)
VolumeN/A
Net Assets81.53B
SMDRX vs VEXMX Comparison Chart in %
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SMDRX vs. VEXMX 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 VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 81.5B vs. SMDRX (976M). VEXMX pays higher dividends than SMDRX: VEXMX (0.95) vs SMDRX (0.41). SMDRX was incepted earlier than VEXMX: SMDRX (11 years) vs VEXMX (38 years). SMDRX (0.81) is less costly to investors than VEXMX (0.19). SMDRX is a more actively managed with annual turnover of: 48.00 vs. VEXMX (11.00). VEXMX has a lower initial minimum investment than SMDRX: VEXMX (3000) vs SMDRX (5000000). VEXMX annual gain was more profitable for investors over the last year : 20.29 vs. SMDRX (-0.67). VEXMX return over 5 years is better than : 68.22 vs. SMDRX (33.17).
| SMDRX | VEXMX | SMDRX / VEXMX | |
| Total Expense Ratio | 0.81 | 0.19 | 426% |
| Annual Report Gross Expense Ratio | 0.81 | 0.19 | 426% |
| Fund Existence | 11 years | 38 years | - |
| Gain YTD | 1.181 | 10.110 | 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 | 0.95 | 44% |
| Returns for 1 year | -0.67 | 20.29 | -3% |
| Returns for 3 years | 16.94 | 48.63 | 35% |
| Returns for 5 years | 33.17 | 68.22 | 49% |
| Returns for 10 years | 58.92 | 148.88 | 40% |
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