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SMIPX vs VMCPX
SMIPX vs VMCPX Comparison
Open Charts SMIPX vs VMCPX
Saratoga Mid Capitalization I
Price$14.62
Change-$0.13 (-0.88%)
VolumeN/A
Net Assets10.63M
Vanguard Mid Cap Index InstitutionalPlus
Price$385.48
Change-$0.94 (-0.24%)
VolumeN/A
Net Assets196.76B
SMIPX vs VMCPX Comparison Chart in %
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SMIPX vs. VMCPX 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. SMIPX (10.6M). VMCPX pays higher dividends than SMIPX: VMCPX (1.51) 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 : 14.33 vs. SMIPX (1.74). VMCPX return over 5 years is better than : 62.30 vs. SMIPX (26.23).
| 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 | 7.342 | 8.316 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6M | 197B | 0% |
| Annual Yield % from dividends | 0.00 | 1.51 | - |
| Returns for 1 year | 1.74 | 14.33 | 12% |
| Returns for 3 years | 16.96 | 26.46 | 64% |
| Returns for 5 years | 26.23 | 62.30 | 42% |
| Returns for 10 years | 1.00 | 125.31 | 1% |
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