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SMIPX vs VIMSX
SMIPX vs VIMSX Comparison
Open Charts SMIPX vs VIMSX
Saratoga Mid Capitalization I
Price$13.27
Change-$0.26 (-1.92%)
VolumeN/A
Net Assets10.51M
Vanguard Mid Cap Index Investor
Price$74.01
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
SMIPX vs VIMSX Comparison Chart
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SMIPX vs. VIMSX 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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. SMIPX (10.5M). VIMSX pays higher dividends than SMIPX: VIMSX (1.40) vs SMIPX (0.00). SMIPX was incepted earlier than VIMSX: SMIPX (22 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 : 11.58 vs. SMIPX (-4.53). VIMSX return over 5 years is better than : 69.57 vs. SMIPX (24.63).
| SMIPX | VIMSX | SMIPX / VIMSX | |
| Total Expense Ratio | 1.63 | 0.17 | 959% |
| Annual Report Gross Expense Ratio | 1.63 | 0.17 | 959% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | -2.570 | 2.751 | -93% |
| 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 | 1.40 | - |
| Returns for 1 year | -4.53 | 11.58 | -39% |
| Returns for 3 years | 17.23 | 39.11 | 44% |
| Returns for 5 years | 24.63 | 69.57 | 35% |
| Returns for 10 years | -9.80 | 114.00 | -9% |