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SMIPX vs VMCIX
SMIPX vs VMCIX Comparison
Open Charts SMIPX vs VMCIX
Saratoga Mid Capitalization I
Price$14.58
Change+$0.10 (+0.69%)
VolumeN/A
Net Assets10.78M
Vanguard Mid Cap Index Institutional
Price$79.25
Change+$0.60 (+0.76%)
VolumeN/A
Net Assets192.45B
SMIPX vs VMCIX Comparison Chart in %
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SMIPX vs. VMCIX commentary
Jul 28, 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: 192B vs. SMIPX (10.8M). 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 : 17.90 vs. SMIPX (2.03). VMCIX return over 5 years is better than : 70.90 vs. SMIPX (32.48).
| 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 | 7.048 | 9.819 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8M | 192B | 0% |
| Annual Yield % from dividends | 0.00 | 1.53 | - |
| Returns for 1 year | 2.03 | 17.90 | 11% |
| Returns for 3 years | 25.04 | 42.11 | 59% |
| Returns for 5 years | 32.48 | 70.90 | 46% |
| Returns for 10 years | 1.49 | 132.63 | 1% |
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