Interact to see
Advertisement
Advertisement
SMIPX vs VMCPX
SMIPX vs VMCPX Comparison
Open Charts SMIPX vs VMCPX
Saratoga Mid Capitalization I
Price$13.27
Change-$0.26 (-1.92%)
VolumeN/A
Net Assets10.51M
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
SMIPX vs VMCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SMIPX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. SMIPX (10.5M). VMCPX pays higher dividends than SMIPX: VMCPX (1.54) vs SMIPX (0.00). SMIPX was incepted earlier than VMCPX: SMIPX (22 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 : 11.60 vs. SMIPX (-4.53). VMCPX return over 5 years is better than : 69.72 vs. SMIPX (24.63).
| 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 | 22 years | 15 years | - |
| Gain YTD | -2.570 | 2.781 | -92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5M | 185B | 0% |
| Annual Yield % from dividends | 0.00 | 1.54 | - |
| Returns for 1 year | -4.53 | 11.60 | -39% |
| Returns for 3 years | 17.23 | 39.16 | 44% |
| Returns for 5 years | 24.63 | 69.72 | 35% |
| Returns for 10 years | -9.80 | 114.26 | -9% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement