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SPMCX vs VIMSX
SPMCX vs VIMSX Comparison
Open Charts SPMCX vs VIMSX
Saratoga Mid Capitalization C
Price$8.37
Change+$0.03 (+0.36%)
VolumeN/A
Net Assets10.87M
Vanguard Mid Cap Index Investor
Price$79.00
Change-$0.11 (-0.14%)
VolumeN/A
Net Assets199.16B
SPMCX vs VIMSX Comparison Chart in %
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SPMCX vs. VIMSX commentary
Sep 08, 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 StrongBuy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. SPMCX (10.9M). VIMSX pays higher dividends than SPMCX: VIMSX (1.35) 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 : 15.02 vs. SPMCX (-4.56). VIMSX return over 5 years is better than : 64.92 vs. SPMCX (0.72).
| 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 | 9.987 | 9.679 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| 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 | -4.56 | 15.02 | -30% |
| Returns for 3 years | 12.05 | 41.01 | 29% |
| Returns for 5 years | 0.72 | 64.92 | 1% |
| Returns for 10 years | -26.64 | 140.93 | -19% |
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