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SMIPX vs VMCIX
SMIPX vs VMCIX Comparison
Open Charts SMIPX vs VMCIX
Saratoga Mid Capitalization I
Price$14.31
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.06M
Vanguard Mid Cap Index Institutional
Price$77.67
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
SMIPX vs VMCIX Comparison Chart in %
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SMIPX vs. VMCIX 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. SMIPX (11.1M). VMCIX pays higher dividends than SMIPX: VMCIX (1.53) vs SMIPX (0.00). SMIPX was incepted earlier than VMCIX: SMIPX (23 years) vs VMCIX (27 years). SMIPX (1.63) is less costly to investors than VMCIX (0.04). SMIPX is a more actively managed with annual turnover of: 129.00 vs. VMCIX (16.00). SMIPX has a lower initial minimum investment than VMCIX: SMIPX (250) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 17.65 vs. SMIPX (2.65). VMCIX return over 5 years is better than : 73.80 vs. SMIPX (35.15).
| SMIPX | VMCIX | SMIPX / VMCIX | |
| Total Expense Ratio | 1.63 | 0.04 | 4,075% |
| Annual Report Gross Expense Ratio | 1.63 | 0.04 | 4,075% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 5.066 | 7.629 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1M | 185B | 0% |
| Annual Yield % from dividends | 0.00 | 1.53 | - |
| Returns for 1 year | 2.65 | 17.65 | 15% |
| Returns for 3 years | 24.87 | 43.12 | 58% |
| Returns for 5 years | 35.15 | 73.80 | 48% |
| Returns for 10 years | -0.94 | 127.60 | -1% |