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SPMAX vs VIMSX
SPMAX vs VIMSX Comparison
Open Charts SPMAX vs VIMSX
Saratoga Mid Capitalization A
Price$12.41
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets10.87M
Vanguard Mid Cap Index Investor
Price$79.16
Change+$0.16 (+0.20%)
VolumeN/A
Net Assets199.16B
SPMAX vs VIMSX Comparison Chart in %
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SPMAX vs. VIMSX commentary
Sep 09, 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 StrongBuy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. SPMAX (10.9M). VIMSX pays higher dividends than SPMAX: VIMSX (1.35) 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 : 15.02 vs. SPMAX (2.74). VIMSX return over 5 years is better than : 64.92 vs. SPMAX (20.64).
| 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 | 10.231 | 9.679 | 106% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9M | 199B | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | 2.74 | 15.02 | 18% |
| Returns for 3 years | 23.53 | 41.01 | 57% |
| Returns for 5 years | 20.64 | 64.92 | 32% |
| Returns for 10 years | -4.18 | 140.93 | -3% |
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