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SMDRX vs VEXMX
SMDRX vs VEXMX Comparison
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SMDRX vs VEXMX Comparison Chart in %
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SMDRX vs. VEXMX commentary
Jul 14, 2026
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 StrongBuy and VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 97.7B vs. SMDRX (1.09B). VEXMX pays higher dividends than SMDRX: VEXMX (0.87) vs SMDRX (0.41). SMDRX was incepted earlier than VEXMX: SMDRX (12 years) vs VEXMX (39 years). SMDRX (0.81) is less costly to investors than VEXMX (0.19). SMDRX is a more actively managed with annual turnover of: 62.00 vs. VEXMX (12.00). 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 : 23.48 vs. SMDRX (16.90). VEXMX return over 5 years is better than : 33.85 vs. SMDRX (11.89).
| SMDRX | VEXMX | SMDRX / VEXMX | |
| Total Expense Ratio | 0.81 | 0.19 | 426% |
| Annual Report Gross Expense Ratio | 0.81 | 0.19 | 426% |
| Fund Existence | 12 years | 39 years | - |
| Gain YTD | 18.196 | 15.569 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 97.7B | 1% |
| Annual Yield % from dividends | 0.41 | 0.87 | 47% |
| Returns for 1 year | 16.90 | 23.48 | 72% |
| Returns for 3 years | 27.68 | 58.99 | 47% |
| Returns for 5 years | 11.89 | 33.85 | 35% |
| Returns for 10 years | 87.41 | 181.17 | 48% |
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