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SLVCX vs VIMSX
SLVCX vs VIMSX Comparison
Open Charts SLVCX vs VIMSX
Saratoga Large Capitalization Value C
Price$18.24
Change+$0.13 (+0.72%)
VolumeN/A
Net Assets18.06M
Vanguard Mid Cap Index Investor
Price$79.84
Change+$0.88 (+1.11%)
VolumeN/A
Net Assets199.16B
SLVCX vs VIMSX Comparison Chart in %
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SLVCX vs. VIMSX commentary
Sep 28, 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 SLVCX is a Buy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. SLVCX (18.1M). VIMSX pays higher dividends than SLVCX: VIMSX (1.35) vs SLVCX (0.00). SLVCX was incepted earlier than VIMSX: SLVCX (27 years) vs VIMSX (27 years). SLVCX (2.87) is less costly to investors than VIMSX (0.17). SLVCX is a more actively managed with annual turnover of: 83.00 vs. VIMSX (16.00). SLVCX has a lower initial minimum investment than VIMSX: SLVCX (250) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 11.57 vs. SLVCX (-12.01). VIMSX return over 5 years is better than : 70.75 vs. SLVCX (9.35).
| SLVCX | VIMSX | SLVCX / VIMSX | |
| Total Expense Ratio | 2.87 | 0.17 | 1,688% |
| Annual Report Gross Expense Ratio | 2.87 | 0.17 | 1,688% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | 11.220 | 10.845 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1M | 199B | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -12.01 | 11.57 | -104% |
| Returns for 3 years | 6.17 | 55.74 | 11% |
| Returns for 5 years | 9.35 | 70.75 | 13% |
| Returns for 10 years | 8.51 | 160.66 | 5% |
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