Interact to see
Advertisement
Advertisement
SPMAX vs VIMSX
SPMAX vs VIMSX Comparison
Open Charts SPMAX vs VIMSX
Saratoga Mid Capitalization A
Price$10.94
Change-$0.21 (-1.88%)
VolumeN/A
Net Assets10.51M
Vanguard Mid Cap Index Investor
Price$74.01
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
SPMAX vs VIMSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SPMAX vs. VIMSX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. SPMAX (10.5M). 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 : 11.58 vs. SPMAX (-7.37). VIMSX return over 5 years is better than : 69.57 vs. SPMAX (14.92).
| 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 | -2.669 | 2.751 | -97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5M | 185B | 0% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | -7.37 | 11.58 | -64% |
| Returns for 3 years | 12.32 | 39.11 | 32% |
| Returns for 5 years | 14.92 | 69.57 | 21% |
| Returns for 10 years | -20.66 | 114.00 | -18% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers