Interact to see
Advertisement
Advertisement
SPMAX vs VIMSX
SPMAX vs VIMSX Comparison
Open Charts SPMAX vs VIMSX
Saratoga Mid Capitalization A
Price$12.04
Change-$0.10 (-0.82%)
VolumeN/A
Net Assets10.63M
Vanguard Mid Cap Index Investor
Price$78.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
SPMAX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPMAX vs. VIMSX 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 SPMAX is a Buy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. SPMAX (10.6M). VIMSX pays higher dividends than SPMAX: VIMSX (1.37) 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 : 14.31 vs. SPMAX (-1.31). VIMSX return over 5 years is better than : 62.16 vs. SPMAX (16.33).
| SPMAX | VIMSX | SPMAX / VIMSX | |
| Total Expense Ratio | 2.03 | 0.17 | 1,194% |
| Annual Report Gross Expense Ratio | 2.03 | 0.17 | 1,194% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 7.117 | 8.291 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6M | 197B | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | -1.31 | 14.31 | -9% |
| Returns for 3 years | 12.00 | 26.39 | 45% |
| Returns for 5 years | 16.33 | 62.16 | 26% |
| Returns for 10 years | -11.21 | 125.09 | -9% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement