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SMIPX vs VMCPX
SMIPX vs VMCPX Comparison
Open Charts SMIPX vs VMCPX
Saratoga Mid Capitalization I
Price$14.58
Change+$0.10 (+0.69%)
VolumeN/A
Net Assets10.78M
Vanguard Mid Cap Index InstitutionalPlus
Price$390.87
Change+$2.97 (+0.77%)
VolumeN/A
Net Assets192.45B
SMIPX vs VMCPX Comparison Chart in %
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SMIPX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 192B vs. SMIPX (10.8M). VMCPX pays higher dividends than SMIPX: VMCPX (1.54) vs SMIPX (0.00). SMIPX was incepted earlier than VMCPX: SMIPX (23 years) vs VMCPX (15 years). SMIPX (1.63) is less costly to investors than VMCPX (0.03). SMIPX is a more actively managed with annual turnover of: 129.00 vs. VMCPX (16.00). SMIPX has a lower initial minimum investment than VMCPX: SMIPX (250) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 17.91 vs. SMIPX (2.03). VMCPX return over 5 years is better than : 70.93 vs. SMIPX (32.48).
| SMIPX | VMCPX | SMIPX / VMCPX | |
| Total Expense Ratio | 1.63 | 0.03 | 5,433% |
| Annual Report Gross Expense Ratio | 1.63 | 0.03 | 5,433% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 7.048 | 9.831 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8M | 192B | 0% |
| Annual Yield % from dividends | 0.00 | 1.54 | - |
| Returns for 1 year | 2.03 | 17.91 | 11% |
| Returns for 3 years | 25.04 | 42.13 | 59% |
| Returns for 5 years | 32.48 | 70.93 | 46% |
| Returns for 10 years | 1.49 | 132.70 | 1% |
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