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SMIPX vs VMCPX
SMIPX vs VMCPX Comparison
Open Charts SMIPX vs VMCPX
Saratoga Mid Capitalization I
Price$15.05
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets10.87M
Vanguard Mid Cap Index InstitutionalPlus
Price$390.45
Change-$0.55 (-0.14%)
VolumeN/A
Net Assets199.16B
SMIPX vs VMCPX Comparison Chart in %
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SMIPX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. SMIPX (10.9M). VMCPX pays higher dividends than SMIPX: VMCPX (1.48) 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 : 15.04 vs. SMIPX (5.91). VMCPX return over 5 years is better than : 65.05 vs. SMIPX (30.84).
| 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 | 10.499 | 9.713 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9M | 199B | 0% |
| Annual Yield % from dividends | 0.00 | 1.48 | - |
| Returns for 1 year | 5.91 | 15.04 | 39% |
| Returns for 3 years | 28.96 | 41.08 | 70% |
| Returns for 5 years | 30.84 | 65.05 | 47% |
| Returns for 10 years | 9.02 | 141.17 | 6% |
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