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SLVYX vs VIMSX
SLVYX vs VIMSX Comparison
Open Charts SLVYX vs VIMSX
Saratoga Large Capitalization Value A
Price$26.51
Change-$0.14 (-0.53%)
VolumeN/A
Net Assets18.54M
Vanguard Mid Cap Index Investor
Price$78.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
SLVYX vs VIMSX Comparison Chart in %
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SLVYX vs. VIMSX commentary
Aug 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. SLVYX (18.5M). VIMSX pays higher dividends than SLVYX: VIMSX (1.37) 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 : 14.31 vs. SLVYX (-1.12). VIMSX return over 5 years is better than : 62.16 vs. SLVYX (24.93).
| 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 | 12.761 | 8.291 | 154% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.5M | 197B | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | -1.12 | 14.31 | -8% |
| Returns for 3 years | 2.67 | 26.39 | 10% |
| Returns for 5 years | 24.93 | 62.16 | 40% |
| Returns for 10 years | 16.78 | 125.09 | 13% |
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