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SPMCX vs VIMSX
SPMCX vs VIMSX Comparison
Open Charts SPMCX vs VIMSX
Saratoga Mid Capitalization C
Price$8.12
Change+$0.06 (+0.74%)
VolumeN/A
Net Assets10.78M
Vanguard Mid Cap Index Investor
Price$79.10
Change+$0.60 (+0.76%)
VolumeN/A
Net Assets192.45B
SPMCX vs VIMSX Comparison Chart in %
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SPMCX vs. VIMSX commentary
Jul 27, 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 SPMCX is a Buy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 192B vs. SPMCX (10.8M). VIMSX pays higher dividends than SPMCX: VIMSX (1.40) vs SPMCX (0.00). SPMCX was incepted earlier than VIMSX: SPMCX (23 years) vs VIMSX (27 years). SPMCX (2.63) is less costly to investors than VIMSX (0.17). SPMCX is a more actively managed with annual turnover of: 129.00 vs. VIMSX (16.00). SPMCX has a lower initial minimum investment than VIMSX: SPMCX (250) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 17.91 vs. SPMCX (-8.04). VIMSX return over 5 years is better than : 70.78 vs. SPMCX (1.88).
| SPMCX | VIMSX | SPMCX / VIMSX | |
| Total Expense Ratio | 2.63 | 0.17 | 1,547% |
| Annual Report Gross Expense Ratio | 2.63 | 0.17 | 1,547% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 6.702 | 9.818 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8M | 192B | 0% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | -8.04 | 17.91 | -45% |
| Returns for 3 years | 8.56 | 42.07 | 20% |
| Returns for 5 years | 1.88 | 70.78 | 3% |
| Returns for 10 years | -31.71 | 132.48 | -24% |
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