Interact to see
Advertisement
Advertisement
SMIPX vs VIMAX
SMIPX vs VIMAX Comparison
Open Charts SMIPX vs VIMAX
Saratoga Mid Capitalization I
Price$14.31
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.06M
Vanguard Mid Cap Index Admiral
Price$351.59
Change+$2.07 (+0.59%)
VolumeN/A
Net Assets185.28B
SMIPX vs VIMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMIPX vs. VIMAX commentary
Jul 07, 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 Buy and VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 185B vs. SMIPX (11.1M). VIMAX pays higher dividends than SMIPX: VIMAX (1.52) vs SMIPX (0.00). SMIPX was incepted earlier than VIMAX: SMIPX (23 years) vs VIMAX (24 years). SMIPX (1.63) is less costly to investors than VIMAX (0.05). SMIPX is a more actively managed with annual turnover of: 129.00 vs. VIMAX (16.00). SMIPX has a lower initial minimum investment than VIMAX: SMIPX (250) vs VIMAX (3000). VIMAX annual gain was more profitable for investors over the last year : 17.65 vs. SMIPX (2.65). VIMAX return over 5 years is better than : 73.78 vs. SMIPX (35.15).
| SMIPX | VIMAX | SMIPX / VIMAX | |
| Total Expense Ratio | 1.63 | 0.05 | 3,260% |
| Annual Report Gross Expense Ratio | 1.63 | 0.05 | 3,260% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 5.066 | 7.630 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1M | 185B | 0% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | 2.65 | 17.65 | 15% |
| Returns for 3 years | 24.87 | 43.13 | 58% |
| Returns for 5 years | 35.15 | 73.78 | 48% |
| Returns for 10 years | -0.94 | 127.55 | -1% |