SMIPX
Price
$14.31
Change
+$0.12 (+0.85%)
Updated
Jul 3 closing price
Net Assets
11.06M
VIMSX
Price
$77.52
Change
+$0.46 (+0.60%)
Updated
Jul 3 closing price
Net Assets
185.28B
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SMIPX vs VIMSX

Header iconSMIPX vs VIMSX Comparison
Open Charts SMIPX vs VIMSXBanner chart's image
Saratoga Mid Capitalization I
Price$14.31
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.06M
Vanguard Mid Cap Index Investor
Price$77.52
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
SMIPX vs VIMSX Comparison Chart in %
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SMIPX vs. VIMSX 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 VIMSX is a Buy.

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FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. SMIPX (11.1M). VIMSX pays higher dividends than SMIPX: VIMSX (1.40) vs SMIPX (0.00). SMIPX was incepted earlier than VIMSX: SMIPX (23 years) vs VIMSX (27 years). SMIPX (1.63) is less costly to investors than VIMSX (0.17). SMIPX is a more actively managed with annual turnover of: 129.00 vs. VIMSX (16.00). SMIPX has a lower initial minimum investment than VIMSX: SMIPX (250) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 17.63 vs. SMIPX (2.65). VIMSX return over 5 years is better than : 73.64 vs. SMIPX (35.15).
SMIPXVIMSXSMIPX / VIMSX
Total Expense Ratio1.630.17959%
Annual Report Gross Expense Ratio1.630.17959%
Fund Existence23 years27 years-
Gain YTD5.0667.62566%
Front LoadN/AN/A-
Min. Initial Investment25030008%
Min. Initial Investment IRAN/AN/A-
Net Assets11.1M185B0%
Annual Yield % from dividends0.001.40-
Returns for 1 year2.6517.6315%
Returns for 3 years24.8743.0658%
Returns for 5 years35.1573.6448%
Returns for 10 years-0.94127.44-1%
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