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SMIPX vs VEXAX
SMIPX vs VEXAX Comparison
Open Charts SMIPX vs VEXAX
Saratoga Mid Capitalization I
Price$12.23
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets10.67M
Vanguard Extended Market Index Admiral
Price$162.25
Change+$0.34 (+0.21%)
VolumeN/A
Net Assets83.38B
SMIPX vs VEXAX Comparison Chart in %
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SMIPX vs. VEXAX commentary
Dec 26, 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 SMIPX is a Hold and VEXAX is a Hold.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 83.4B vs. SMIPX (10.7M). VEXAX pays higher dividends than SMIPX: VEXAX (1.09) vs SMIPX (0.00). SMIPX was incepted earlier than VEXAX: SMIPX (23 years) vs VEXAX (25 years). SMIPX (1.63) is less costly to investors than VEXAX (0.05). SMIPX is a more actively managed with annual turnover of: 152.00 vs. VEXAX (11.00). SMIPX has a lower initial minimum investment than VEXAX: SMIPX (250) vs VEXAX (3000). VEXAX annual gain was more profitable for investors over the last year : 10.61 vs. SMIPX (-12.27). VEXAX return over 5 years is better than : 29.50 vs. SMIPX (-1.90).
| SMIPX | VEXAX | SMIPX / VEXAX | |
| Total Expense Ratio | 1.63 | 0.05 | 3,260% |
| Annual Report Gross Expense Ratio | 1.63 | 0.05 | 3,260% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -10.206 | 12.852 | -79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7M | 83.4B | 0% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | -12.27 | 10.61 | -116% |
| Returns for 3 years | 5.52 | 62.72 | 9% |
| Returns for 5 years | -1.90 | 29.50 | -6% |
| Returns for 10 years | -2.28 | 161.54 | -1% |
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