Interact to see
Advertisement
Advertisement
SMIPX vs VIMAX
SMIPX vs VIMAX Comparison
Open Charts SMIPX vs VIMAX
Saratoga Mid Capitalization I
Price$14.79
Change+$0.11 (+0.75%)
VolumeN/A
Net Assets10.37M
Vanguard Mid Cap Index Admiral
Price$362.22
Change+$3.99 (+1.11%)
VolumeN/A
Net Assets199.16B
SMIPX vs VIMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMIPX vs. VIMAX commentary
Sep 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 Hold.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 199B vs. SMIPX (10.4M). VIMAX pays higher dividends than SMIPX: VIMAX (1.47) 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 : 11.60 vs. SMIPX (-2.89). VIMAX return over 5 years is better than : 70.93 vs. SMIPX (34.51).
| 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 | 8.590 | 10.884 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4M | 199B | 0% |
| Annual Yield % from dividends | 0.00 | 1.47 | - |
| Returns for 1 year | -2.89 | 11.60 | -25% |
| Returns for 3 years | 37.20 | 55.85 | 67% |
| Returns for 5 years | 34.51 | 70.93 | 49% |
| Returns for 10 years | 16.34 | 161.04 | 10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement