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SMIPX vs VIMAX
SMIPX vs VIMAX Comparison
Open Charts SMIPX vs VIMAX
Saratoga Mid Capitalization I
Price$13.27
Change-$0.26 (-1.92%)
VolumeN/A
Net Assets10.51M
Vanguard Mid Cap Index Admiral
Price$335.74
Change-$3.91 (-1.15%)
VolumeN/A
Net Assets185.28B
SMIPX vs VIMAX Comparison Chart
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SMIPX vs. VIMAX commentary
Jun 16, 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 (10.5M). VIMAX pays higher dividends than SMIPX: VIMAX (1.52) vs SMIPX (0.00). SMIPX was incepted earlier than VIMAX: SMIPX (22 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 : 11.60 vs. SMIPX (-4.53). VIMAX return over 5 years is better than : 69.70 vs. SMIPX (24.63).
| 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 | 22 years | 24 years | - |
| Gain YTD | -2.570 | 2.778 | -92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5M | 185B | 0% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | -4.53 | 11.60 | -39% |
| Returns for 3 years | 17.23 | 39.15 | 44% |
| Returns for 5 years | 24.63 | 69.70 | 35% |
| Returns for 10 years | -9.80 | 114.18 | -9% |
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