Interact to see
Advertisement
Advertisement
SLCVX vs VIMSX
SLCVX vs VIMSX Comparison
Open Charts SLCVX vs VIMSX
Saratoga Large Capitalization Value I
Price$28.10
Change-$0.25 (-0.88%)
VolumeN/A
Net Assets18.59M
Vanguard Mid Cap Index Investor
Price$74.01
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
SLCVX vs VIMSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SLCVX vs. VIMSX commentary
Jun 15, 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 SLCVX is a Buy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. SLCVX (18.6M). VIMSX pays higher dividends than SLCVX: VIMSX (1.40) vs SLCVX (0.00). SLCVX was incepted earlier than VIMSX: SLCVX (31 years) vs VIMSX (27 years). SLCVX (1.88) is less costly to investors than VIMSX (0.17). SLCVX is a more actively managed with annual turnover of: 83.00 vs. VIMSX (16.00). SLCVX has a lower initial minimum investment than VIMSX: SLCVX (250) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 11.58 vs. SLCVX (-2.63). VIMSX return over 5 years is better than : 69.57 vs. SLCVX (37.14).
| SLCVX | VIMSX | SLCVX / VIMSX | |
| Total Expense Ratio | 1.88 | 0.17 | 1,106% |
| Annual Report Gross Expense Ratio | 1.88 | 0.17 | 1,106% |
| Fund Existence | 31 years | 27 years | - |
| Gain YTD | 8.119 | 2.751 | 295% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6M | 185B | 0% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | -2.63 | 11.58 | -23% |
| Returns for 3 years | 17.18 | 39.11 | 44% |
| Returns for 5 years | 37.14 | 69.57 | 53% |
| Returns for 10 years | 19.95 | 114.00 | 17% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FZROX | 20.72 | -0.25 | -1.19% |
| Fidelity ZERO Total Market Index | |||
| MARFX | 22.97 | -0.30 | -1.29% |
| BlackRock Mid-Cap Value Institutional | |||
| LSWWX | 25.24 | -0.34 | -1.33% |
| Loomis Sayles Global Allocation Y | |||
| GLNMX | 24.31 | -0.36 | -1.46% |
| MFS Global New Discovery R4 | |||
| GXXAX | 11.79 | -0.19 | -1.59% |
| abrdn US Sustainable Leaders A | |||