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SLVYX vs VIMSX
SLVYX vs VIMSX Comparison
Open Charts SLVYX vs VIMSX
Saratoga Large Capitalization Value A
Price$26.66
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets18.65M
Vanguard Mid Cap Index Investor
Price$79.00
Change-$0.11 (-0.14%)
VolumeN/A
Net Assets199.16B
SLVYX vs VIMSX Comparison Chart in %
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SLVYX 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 SLVYX is a Buy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. SLVYX (18.6M). VIMSX pays higher dividends than SLVYX: VIMSX (1.35) vs SLVYX (0.00). SLVYX was incepted earlier than VIMSX: SLVYX (20 years) vs VIMSX (27 years). SLVYX (2.29) is less costly to investors than VIMSX (0.17). SLVYX is a more actively managed with annual turnover of: 83.00 vs. VIMSX (16.00). SLVYX has a lower initial minimum investment than VIMSX: SLVYX (2500) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 15.02 vs. SLVYX (0.04). VIMSX return over 5 years is better than : 64.92 vs. SLVYX (26.95).
| SLVYX | VIMSX | SLVYX / VIMSX | |
| Total Expense Ratio | 2.29 | 0.17 | 1,347% |
| Annual Report Gross Expense Ratio | 2.29 | 0.17 | 1,347% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 13.399 | 9.679 | 138% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| 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 | 0.04 | 15.02 | 0% |
| Returns for 3 years | 11.74 | 41.01 | 29% |
| Returns for 5 years | 26.95 | 64.92 | 42% |
| Returns for 10 years | 26.65 | 140.93 | 19% |
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