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SMIPX vs VIMAX
SMIPX vs VIMAX Comparison
Open Charts SMIPX vs VIMAX
Saratoga Mid Capitalization I
Price$14.58
Change+$0.10 (+0.69%)
VolumeN/A
Net Assets10.78M
Vanguard Mid Cap Index Admiral
Price$358.77
Change+$2.72 (+0.76%)
VolumeN/A
Net Assets192.45B
SMIPX vs VIMAX Comparison Chart in %
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SMIPX vs. VIMAX commentary
Jul 28, 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: 192B vs. SMIPX (10.8M). 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 : 17.91 vs. SMIPX (2.03). VIMAX return over 5 years is better than : 70.91 vs. SMIPX (32.48).
| 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 | 7.048 | 9.828 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8M | 192B | 0% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | 2.03 | 17.91 | 11% |
| Returns for 3 years | 25.04 | 42.12 | 59% |
| Returns for 5 years | 32.48 | 70.91 | 46% |
| Returns for 10 years | 1.49 | 132.63 | 1% |
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