Interact to see
Advertisement
Advertisement
SMIPX vs VMCIX
SMIPX vs VMCIX Comparison
Open Charts SMIPX vs VMCIX
Saratoga Mid Capitalization I
Price$15.05
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets10.87M
Vanguard Mid Cap Index Institutional
Price$79.17
Change-$0.11 (-0.14%)
VolumeN/A
Net Assets199.16B
SMIPX vs VMCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMIPX vs. VMCIX 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. SMIPX (10.9M). VMCIX pays higher dividends than SMIPX: VMCIX (1.47) 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 : 15.05 vs. SMIPX (5.91). VMCIX return over 5 years is better than : 65.06 vs. SMIPX (30.84).
| 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 | 10.499 | 9.708 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9M | 199B | 0% |
| Annual Yield % from dividends | 0.00 | 1.47 | - |
| Returns for 1 year | 5.91 | 15.05 | 39% |
| Returns for 3 years | 28.96 | 41.08 | 70% |
| Returns for 5 years | 30.84 | 65.06 | 47% |
| Returns for 10 years | 9.02 | 141.13 | 6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement