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SMDVX vs VEXAX
SMDVX vs VEXAX Comparison
Open Charts SMDVX vs VEXAX
Hartford Schroders US MidCap Opps A
Price$18.26
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets973.29M
Vanguard Extended Market Index Admiral
Price$151.99
Change-$0.44 (-0.29%)
VolumeN/A
Net Assets78.9B
SMDVX vs VEXAX Comparison Chart in %
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SMDVX vs. VEXAX commentary
Aug 16, 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 Buy and VEXAX is a Buy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 78.9B vs. SMDVX (973M). VEXAX pays higher dividends than SMDVX: VEXAX (1.12) 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 : 15.88 vs. SMDVX (-1.98). VEXAX return over 5 years is better than : 56.65 vs. SMDVX (23.50).
| 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 | -0.327 | 5.953 | -5% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 973M | 78.9B | 1% |
| Annual Yield % from dividends | 0.16 | 1.12 | 14% |
| Returns for 1 year | -1.98 | 15.88 | -12% |
| Returns for 3 years | 6.76 | 30.69 | 22% |
| Returns for 5 years | 23.50 | 56.65 | 41% |
| Returns for 10 years | 41.99 | 128.87 | 33% |
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