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SMDRX vs VEXMX
SMDRX vs VEXMX Comparison
Open Charts SMDRX vs VEXMX
Hartford Schroders US MidCap Opps SDR
Price$19.77
Change-$0.26 (-1.30%)
VolumeN/A
Net Assets968.96M
Vanguard Extended Market Index Investor
Price$163.24
Change+$2.65 (+1.65%)
VolumeN/A
Net Assets82.12B
SMDRX vs VEXMX Comparison Chart in %
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SMDRX vs. VEXMX commentary
Feb 04, 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 SMDRX is a Buy and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 82.1B vs. SMDRX (969M). VEXMX pays higher dividends than SMDRX: VEXMX (0.98) vs SMDRX (0.46). SMDRX was incepted earlier than VEXMX: SMDRX (11 years) vs VEXMX (38 years). SMDRX (0.81) is less costly to investors than VEXMX (0.19). SMDRX is a more actively managed with annual turnover of: 62.00 vs. VEXMX (11.00). VEXMX has a lower initial minimum investment than SMDRX: VEXMX (3000) vs SMDRX (5000000). VEXMX annual gain was more profitable for investors over the last year : 9.27 vs. SMDRX (-0.64). VEXMX return over 5 years is better than : 21.26 vs. SMDRX (9.93).
| SMDRX | VEXMX | SMDRX / VEXMX | |
| Total Expense Ratio | 0.81 | 0.19 | 426% |
| Annual Report Gross Expense Ratio | 0.81 | 0.19 | 426% |
| Fund Existence | 11 years | 38 years | - |
| Gain YTD | 3.671 | 2.828 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 969M | 82.1B | 1% |
| Annual Yield % from dividends | 0.46 | 0.98 | 47% |
| Returns for 1 year | -0.64 | 9.27 | -7% |
| Returns for 3 years | 13.90 | 43.56 | 32% |
| Returns for 5 years | 9.93 | 21.26 | 47% |
| Returns for 10 years | 95.43 | 203.31 | 47% |
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