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SMIPX vs VMCIX
SMIPX vs VMCIX Comparison
Open Charts SMIPX vs VMCIX
Saratoga Mid Capitalization I
Price$13.27
Change-$0.26 (-1.92%)
VolumeN/A
Net Assets10.51M
Vanguard Mid Cap Index Institutional
Price$74.17
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
SMIPX vs VMCIX Comparison Chart
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SMIPX vs. VMCIX commentary
Jun 16, 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 (10.5M). VMCIX pays higher dividends than SMIPX: VMCIX (1.53) vs SMIPX (0.00). SMIPX was incepted earlier than VMCIX: SMIPX (22 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 : 11.61 vs. SMIPX (-4.53). VMCIX return over 5 years is better than : 69.71 vs. SMIPX (24.63).
| 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 | 22 years | 27 years | - |
| Gain YTD | -2.570 | 2.779 | -92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5M | 185B | 0% |
| Annual Yield % from dividends | 0.00 | 1.53 | - |
| Returns for 1 year | -4.53 | 11.61 | -39% |
| Returns for 3 years | 17.23 | 39.17 | 44% |
| Returns for 5 years | 24.63 | 69.71 | 35% |
| Returns for 10 years | -9.80 | 114.21 | -9% |
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