SPMAX
Price
$11.79
Change
+$0.10 (+0.86%)
Updated
Jul 3 closing price
Net Assets
11.06M
VIMSX
Price
$77.52
Change
+$0.46 (+0.60%)
Updated
Jul 3 closing price
Net Assets
185.28B
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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$11.79
Change+$0.10 (+0.86%)
VolumeN/A
Net Assets11.06M
Vanguard Mid Cap Index Investor
Price$77.52
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
SPMAX vs VIMSX Comparison Chart in %
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SPMAX vs. VIMSX 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 SPMAX is a Buy and VIMSX is a Buy.

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FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. SPMAX (11.1M). 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 : 17.63 vs. SPMAX (-0.42). VIMSX return over 5 years is better than : 73.64 vs. SPMAX (24.63).
SPMAXVIMSXSPMAX / VIMSX
Total Expense Ratio2.030.171,194%
Annual Report Gross Expense Ratio2.030.171,194%
Fund Existence23 years27 years-
Gain YTD4.8937.62564%
Front Load6%N/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets11.1M185B0%
Annual Yield % from dividends0.001.40-
Returns for 1 year-0.4217.63-2%
Returns for 3 years19.5743.0645%
Returns for 5 years24.6373.6433%
Returns for 10 years-12.92127.44-10%
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