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SLVYX vs VMCPX
SLVYX vs VMCPX Comparison
Open Charts SLVYX vs VMCPX
Saratoga Large Capitalization Value A
Price$25.37
Change-$0.23 (-0.90%)
VolumeN/A
Net Assets18.59M
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
SLVYX vs VMCPX Comparison Chart
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SLVYX vs. VMCPX 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 SLVYX is a Buy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. SLVYX (18.6M). VMCPX pays higher dividends than SLVYX: VMCPX (1.54) vs SLVYX (0.00). SLVYX was incepted earlier than VMCPX: SLVYX (19 years) vs VMCPX (15 years). SLVYX (2.29) is less costly to investors than VMCPX (0.03). SLVYX is a more actively managed with annual turnover of: 83.00 vs. VMCPX (16.00). SLVYX has a lower initial minimum investment than VMCPX: SLVYX (2500) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 11.60 vs. SLVYX (-4.37). VMCPX return over 5 years is better than : 69.72 vs. SLVYX (29.90).
| SLVYX | VMCPX | SLVYX / VMCPX | |
| Total Expense Ratio | 2.29 | 0.03 | 7,633% |
| Annual Report Gross Expense Ratio | 2.29 | 0.03 | 7,633% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 7.912 | 2.781 | 285% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6M | 185B | 0% |
| Annual Yield % from dividends | 0.00 | 1.54 | - |
| Returns for 1 year | -4.37 | 11.60 | -38% |
| Returns for 3 years | 13.36 | 39.16 | 34% |
| Returns for 5 years | 29.90 | 69.72 | 43% |
| Returns for 10 years | 10.59 | 114.26 | 9% |
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