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SMIPX vs VEXMX
SMIPX vs VEXMX Comparison
Open Charts SMIPX vs VEXMX
Saratoga Mid Capitalization I
Price$12.23
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets10.67M
Vanguard Extended Market Index Investor
Price$162.39
Change+$0.33 (+0.20%)
VolumeN/A
Net Assets83.38B
SMIPX vs VEXMX Comparison Chart in %
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SMIPX vs. VEXMX 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 VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 83.4B vs. SMIPX (10.7M). VEXMX pays higher dividends than SMIPX: VEXMX (0.96) vs SMIPX (0.00). SMIPX was incepted earlier than VEXMX: SMIPX (23 years) vs VEXMX (38 years). SMIPX (1.63) is less costly to investors than VEXMX (0.19). SMIPX is a more actively managed with annual turnover of: 152.00 vs. VEXMX (11.00). SMIPX has a lower initial minimum investment than VEXMX: SMIPX (250) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 10.58 vs. SMIPX (-12.27). VEXMX return over 5 years is better than : 29.34 vs. SMIPX (-1.90).
| SMIPX | VEXMX | SMIPX / VEXMX | |
| Total Expense Ratio | 1.63 | 0.19 | 858% |
| Annual Report Gross Expense Ratio | 1.63 | 0.19 | 858% |
| Fund Existence | 23 years | 38 years | - |
| Gain YTD | -10.206 | 12.827 | -80% |
| 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 | 0.96 | - |
| Returns for 1 year | -12.27 | 10.58 | -116% |
| Returns for 3 years | 5.52 | 62.57 | 9% |
| Returns for 5 years | -1.90 | 29.34 | -6% |
| Returns for 10 years | -2.28 | 160.73 | -1% |
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