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SMDRX vs VEXAX
SMDRX vs VEXAX Comparison
Open Charts SMDRX vs VEXAX
Hartford Schroders US MidCap Opps SDR
Price$19.86
Change+$0.08 (+0.40%)
VolumeN/A
Net Assets948.17M
Vanguard Extended Market Index Admiral
Price$158.31
Change-$0.36 (-0.23%)
VolumeN/A
Net Assets83.66B
SMDRX vs VEXAX Comparison Chart in %
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SMDRX vs. VEXAX commentary
Oct 19, 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 SMDRX is a Hold and VEXAX is a Hold.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 83.7B vs. SMDRX (948M). VEXAX pays higher dividends than SMDRX: VEXAX (1.10) vs SMDRX (0.41). SMDRX was incepted earlier than VEXAX: SMDRX (11 years) vs VEXAX (25 years). SMDRX (0.81) is less costly to investors than VEXAX (0.05). SMDRX is a more actively managed with annual turnover of: 48.00 vs. VEXAX (11.00). VEXAX has a lower initial minimum investment than SMDRX: VEXAX (3000) vs SMDRX (5000000). VEXAX annual gain was more profitable for investors over the last year : 11.65 vs. SMDRX (-4.78). VEXAX return over 5 years is better than : 52.04 vs. SMDRX (26.52).
| SMDRX | VEXAX | SMDRX / VEXAX | |
| Total Expense Ratio | 0.81 | 0.05 | 1,620% |
| Annual Report Gross Expense Ratio | 0.81 | 0.05 | 1,620% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 2.003 | 10.112 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 948M | 83.7B | 1% |
| Annual Yield % from dividends | 0.41 | 1.10 | 37% |
| Returns for 1 year | -4.78 | 11.65 | -41% |
| Returns for 3 years | 24.74 | 58.64 | 42% |
| Returns for 5 years | 26.52 | 52.04 | 51% |
| Returns for 10 years | 60.21 | 152.21 | 40% |
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