SPMAX
Price
$12.01
Change
+$0.09 (+0.76%)
Updated
Jul 25 closing price
Net Assets
10.78M
VIMSX
Price
$79.10
Change
+$0.60 (+0.76%)
Updated
Jul 25 closing price
Net Assets
192.45B
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SPMAX vs VIMSX

Header iconSPMAX vs VIMSX Comparison
Open Charts SPMAX vs VIMSXBanner chart's image
Saratoga Mid Capitalization A
Price$12.01
Change+$0.09 (+0.76%)
VolumeN/A
Net Assets10.78M
Vanguard Mid Cap Index Investor
Price$79.10
Change+$0.60 (+0.76%)
VolumeN/A
Net Assets192.45B
SPMAX vs VIMSX Comparison Chart in %
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SPMAX vs. VIMSX 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 SPMAX is a Buy and VIMSX is a Buy.

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FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 192B vs. SPMAX (10.8M). VIMSX pays higher dividends than SPMAX: VIMSX (1.40) vs SPMAX (0.00). SPMAX was incepted earlier than VIMSX: SPMAX (23 years) vs VIMSX (27 years). SPMAX (2.03) is less costly to investors than VIMSX (0.17). SPMAX is a more actively managed with annual turnover of: 129.00 vs. VIMSX (16.00). SPMAX has a lower initial minimum investment than VIMSX: SPMAX (2500) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 17.91 vs. SPMAX (-0.99). VIMSX return over 5 years is better than : 70.78 vs. SPMAX (22.05).
SPMAXVIMSXSPMAX / VIMSX
Total Expense Ratio2.030.171,194%
Annual Report Gross Expense Ratio2.030.171,194%
Fund Existence23 years27 years-
Gain YTD6.8519.81870%
Front Load6%N/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets10.8M192B0%
Annual Yield % from dividends0.001.40-
Returns for 1 year-0.9917.91-6%
Returns for 3 years19.7442.0747%
Returns for 5 years22.0570.7831%
Returns for 10 years-10.77132.48-8%
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