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SMIPX vs VIMSX
SMIPX vs VIMSX Comparison
Open Charts SMIPX vs VIMSX
Saratoga Mid Capitalization I
Price$14.62
Change-$0.13 (-0.88%)
VolumeN/A
Net Assets10.63M
Vanguard Mid Cap Index Investor
Price$78.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
SMIPX vs VIMSX Comparison Chart in %
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SMIPX vs. VIMSX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. SMIPX (10.6M). VIMSX pays higher dividends than SMIPX: VIMSX (1.37) 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 : 14.31 vs. SMIPX (1.74). VIMSX return over 5 years is better than : 62.16 vs. SMIPX (26.23).
| 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 | 7.342 | 8.291 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6M | 197B | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | 1.74 | 14.31 | 12% |
| Returns for 3 years | 16.96 | 26.39 | 64% |
| Returns for 5 years | 26.23 | 62.16 | 42% |
| Returns for 10 years | 1.00 | 125.09 | 1% |
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