Interact to see
Advertisement
Advertisement
SMDVX vs VEXAX
SMDVX vs VEXAX Comparison
Open Charts SMDVX vs VEXAX
Hartford Schroders US MidCap Opps A
Price$18.64
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets984.07M
Vanguard Extended Market Index Admiral
Price$157.61
Change+$0.84 (+0.54%)
VolumeN/A
Net Assets81.53B
SMDVX vs VEXAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMDVX vs. VEXAX commentary
Sep 07, 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 Hold and VEXAX is a Buy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 81.5B vs. SMDVX (984M). VEXAX pays higher dividends than SMDVX: VEXAX (1.07) vs SMDVX (0.16). SMDVX was incepted earlier than VEXAX: SMDVX (19 years) vs VEXAX (25 years). SMDVX (1.16) is less costly to investors than VEXAX (0.05). SMDVX is a more actively managed with annual turnover of: 48.00 vs. VEXAX (11.00). SMDVX has a lower initial minimum investment than VEXAX: SMDVX (2000) vs VEXAX (3000). VEXAX annual gain was more profitable for investors over the last year : 20.37 vs. SMDVX (-0.90). VEXAX return over 5 years is better than : 62.61 vs. SMDVX (27.94).
| SMDVX | VEXAX | SMDVX / VEXAX | |
| Total Expense Ratio | 1.16 | 0.05 | 2,320% |
| Annual Report Gross Expense Ratio | 1.16 | 0.05 | 2,320% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 1.525 | 9.554 | 16% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 984M | 81.5B | 1% |
| Annual Yield % from dividends | 0.16 | 1.07 | 14% |
| Returns for 1 year | -0.90 | 20.37 | -4% |
| Returns for 3 years | 17.97 | 51.99 | 35% |
| Returns for 5 years | 27.94 | 62.61 | 45% |
| Returns for 10 years | 52.49 | 148.92 | 35% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement