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SLCVX vs VIMSX
SLCVX vs VIMSX Comparison
Open Charts SLCVX vs VIMSX
Saratoga Large Capitalization Value I
Price$29.46
Change-$0.10 (-0.34%)
VolumeN/A
Net Assets18.57M
Vanguard Mid Cap Index Investor
Price$79.16
Change+$0.16 (+0.20%)
VolumeN/A
Net Assets199.16B
SLCVX vs VIMSX Comparison Chart in %
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SLCVX vs. VIMSX commentary
Sep 09, 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: 199B vs. SLCVX (18.6M). VIMSX pays higher dividends than SLCVX: VIMSX (1.35) 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 : 15.02 vs. SLCVX (1.86). VIMSX return over 5 years is better than : 64.92 vs. SLCVX (34.06).
| 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 | 13.736 | 9.679 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6M | 199B | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | 1.86 | 15.02 | 12% |
| Returns for 3 years | 15.51 | 41.01 | 38% |
| Returns for 5 years | 34.06 | 64.92 | 52% |
| Returns for 10 years | 37.34 | 140.93 | 26% |
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