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SMDRX vs VEXMX
SMDRX vs VEXMX Comparison
Open Charts SMDRX vs VEXMX
Hartford Schroders US MidCap Opps SDR
Price$20.18
Change-$0.39 (-1.90%)
VolumeN/A
Net Assets965.62M
Vanguard Extended Market Index Investor
Price$155.18
Change-$4.21 (-2.64%)
VolumeN/A
Net Assets83.92B
SMDRX vs VEXMX Comparison Chart in %
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SMDRX vs. VEXMX commentary
Nov 14, 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 VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 83.9B vs. SMDRX (966M). VEXMX pays higher dividends than SMDRX: VEXMX (0.96) vs SMDRX (0.40). 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: 48.00 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 : 5.70 vs. SMDRX (-4.61). VEXMX return over 5 years is better than : 47.59 vs. SMDRX (24.27).
| 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 | 5.650 | 10.742 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 966M | 83.9B | 1% |
| Annual Yield % from dividends | 0.40 | 0.96 | 42% |
| Returns for 1 year | -4.61 | 5.70 | -81% |
| Returns for 3 years | 22.10 | 48.47 | 46% |
| Returns for 5 years | 24.27 | 47.59 | 51% |
| Returns for 10 years | 69.12 | 156.89 | 44% |
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