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SMDVX vs VEXAX
SMDVX vs VEXAX Comparison
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SMDVX vs VEXAX Comparison Chart in %
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SMDVX vs. VEXAX commentary
Aug 24, 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 SMDVX is a Hold and VEXAX is a Hold.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 93.6B vs. SMDVX (1.11B). VEXAX pays higher dividends than SMDVX: VEXAX (1.03) vs SMDVX (0.18). SMDVX was incepted earlier than VEXAX: SMDVX (20 years) vs VEXAX (26 years). SMDVX (1.16) is less costly to investors than VEXAX (0.05). SMDVX is a more actively managed with annual turnover of: 62.00 vs. VEXAX (12.00). 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 : 23.89 vs. SMDVX (17.96). VEXAX return over 5 years is better than : 36.15 vs. SMDVX (7.23).
| 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 | 20 years | 26 years | - |
| Gain YTD | 19.866 | 17.626 | 113% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 93.6B | 1% |
| Annual Yield % from dividends | 0.18 | 1.03 | 17% |
| Returns for 1 year | 17.96 | 23.89 | 75% |
| Returns for 3 years | 31.39 | 69.81 | 45% |
| Returns for 5 years | 7.23 | 36.15 | 20% |
| Returns for 10 years | 78.96 | 178.63 | 44% |
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