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SMDVX vs VEXMX
SMDVX vs VEXMX Comparison
Open Charts SMDVX vs VEXMX
SMDVX vs VEXMX Comparison Chart in %
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SMDVX vs. VEXMX commentary
Sep 12, 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 VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 95.3B vs. SMDVX (1.07B). VEXMX pays higher dividends than SMDVX: VEXMX (0.88) vs SMDVX (0.18). SMDVX was incepted earlier than VEXMX: SMDVX (20 years) vs VEXMX (39 years). SMDVX (1.16) is less costly to investors than VEXMX (0.19). SMDVX is a more actively managed with annual turnover of: 62.00 vs. VEXMX (12.00). SMDVX has a lower initial minimum investment than VEXMX: SMDVX (2000) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 12.24 vs. SMDVX (9.91). VEXMX return over 5 years is better than : 27.72 vs. SMDVX (2.46).
| SMDVX | VEXMX | SMDVX / VEXMX | |
| Total Expense Ratio | 1.16 | 0.19 | 611% |
| Annual Report Gross Expense Ratio | 1.16 | 0.19 | 611% |
| Fund Existence | 20 years | 39 years | - |
| Gain YTD | 14.941 | 13.020 | 115% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 95.3B | 1% |
| Annual Yield % from dividends | 0.18 | 0.88 | 20% |
| Returns for 1 year | 9.91 | 12.24 | 81% |
| Returns for 3 years | 25.46 | 59.59 | 43% |
| Returns for 5 years | 2.46 | 27.72 | 9% |
| Returns for 10 years | 74.79 | 174.84 | 43% |
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