Interact to see
Advertisement
Advertisement
SMIPX vs VMCIX
SMIPX vs VMCIX Comparison
Open Charts SMIPX vs VMCIX
Saratoga Mid Capitalization I
Price$14.62
Change-$0.13 (-0.88%)
VolumeN/A
Net Assets10.63M
Vanguard Mid Cap Index Institutional
Price$78.16
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
SMIPX vs VMCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMIPX vs. VMCIX 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 VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 197B vs. SMIPX (10.6M). VMCIX pays higher dividends than SMIPX: VMCIX (1.50) 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 : 14.33 vs. SMIPX (1.74). VMCIX return over 5 years is better than : 62.28 vs. SMIPX (26.23).
| 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 | 7.342 | 8.308 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6M | 197B | 0% |
| Annual Yield % from dividends | 0.00 | 1.50 | - |
| Returns for 1 year | 1.74 | 14.33 | 12% |
| Returns for 3 years | 16.96 | 26.45 | 64% |
| Returns for 5 years | 26.23 | 62.28 | 42% |
| Returns for 10 years | 1.00 | 125.29 | 1% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement