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SMDRX vs VSEMX
SMDRX vs VSEMX Comparison
Open Charts SMDRX vs VSEMX
Hartford Schroders US MidCap Opps SDR
Price$21.20
Change-$0.27 (-1.26%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl Sel
Price$235.35
Change-$3.07 (-1.29%)
VolumeN/A
CapitalizationN/A
SMDRX vs VSEMX Comparison Chart
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SMDRX vs. VSEMX commentary
Nov 18, 2024
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 Buy and VSEMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 107B vs. SMDRX (1.03B). VSEMX pays higher dividends than SMDRX: VSEMX (1.23) vs SMDRX (0.49). SMDRX was incepted earlier than VSEMX: SMDRX (10 years) vs VSEMX (8 years). SMDRX is a more actively managed with annual turnover of: 34.00 vs. VSEMX (11.00). SMDRX has a lower initial minimum investment than VSEMX: SMDRX (5000000) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 33.96 vs. SMDRX (23.64). VSEMX return over 5 years is better than : 61.08 vs. SMDRX (33.86).
| SMDRX | VSEMX | SMDRX / VSEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 8 years | - |
| Gain YTD | 16.101 | 17.719 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 107B | 1% |
| Annual Yield % from dividends | 0.49 | 1.23 | 40% |
| Returns for 1 year | 23.64 | 33.96 | 70% |
| Returns for 3 years | -3.36 | -2.28 | 147% |
| Returns for 5 years | 33.86 | 61.08 | 55% |
| Returns for 10 years | N/A | N/A | - |
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