Interact to see
Advertisement
Advertisement
SMIPX vs VIMSX
SMIPX vs VIMSX Comparison
Open Charts SMIPX vs VIMSX
Saratoga Mid Capitalization I
Price$15.05
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets10.87M
Vanguard Mid Cap Index Investor
Price$79.00
Change-$0.11 (-0.14%)
VolumeN/A
Net Assets199.16B
SMIPX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMIPX vs. VIMSX commentary
Sep 08, 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 StrongBuy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. SMIPX (10.9M). VIMSX pays higher dividends than SMIPX: VIMSX (1.35) 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 : 15.02 vs. SMIPX (5.91). VIMSX return over 5 years is better than : 64.92 vs. SMIPX (30.84).
| SMIPX | VIMSX | SMIPX / VIMSX | |
| Total Expense Ratio | 1.63 | 0.17 | 959% |
| Annual Report Gross Expense Ratio | 1.63 | 0.17 | 959% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 10.499 | 9.679 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9M | 199B | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | 5.91 | 15.02 | 39% |
| Returns for 3 years | 28.96 | 41.01 | 71% |
| Returns for 5 years | 30.84 | 64.92 | 48% |
| Returns for 10 years | 9.02 | 140.93 | 6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement