SMIPX
Price
$14.31
Change
+$0.12 (+0.85%)
Updated
Jul 3 closing price
Net Assets
11.06M
VMCPX
Price
$383.04
Change
+$2.26 (+0.59%)
Updated
Jul 3 closing price
Net Assets
185.28B
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SMIPX vs VMCPX

Header iconSMIPX vs VMCPX Comparison
Open Charts SMIPX vs VMCPXBanner chart's image
Saratoga Mid Capitalization I
Price$14.31
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.06M
Vanguard Mid Cap Index InstitutionalPlus
Price$383.04
Change+$2.26 (+0.59%)
VolumeN/A
Net Assets185.28B
SMIPX vs VMCPX Comparison Chart in %
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SMIPX vs. VMCPX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. SMIPX (11.1M). 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 : 17.65 vs. SMIPX (2.65). VMCPX return over 5 years is better than : 73.80 vs. SMIPX (35.15).
SMIPXVMCPXSMIPX / VMCPX
Total Expense Ratio1.630.035,433%
Annual Report Gross Expense Ratio1.630.035,433%
Fund Existence23 years15 years-
Gain YTD5.0667.63166%
Front LoadN/AN/A-
Min. Initial Investment2501000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets11.1M185B0%
Annual Yield % from dividends0.001.54-
Returns for 1 year2.6517.6515%
Returns for 3 years24.8743.1458%
Returns for 5 years35.1573.8048%
Returns for 10 years-0.94127.62-1%
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