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SPMCX vs VMCIX
SPMCX vs VMCIX Comparison
Open Charts SPMCX vs VMCIX
Saratoga Mid Capitalization C
Price$8.13
Change-$0.07 (-0.85%)
VolumeN/A
Net Assets10.63M
Vanguard Mid Cap Index Institutional
Price$78.16
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
SPMCX vs VMCIX Comparison Chart in %
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SPMCX vs. VMCIX commentary
Aug 18, 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 VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 197B vs. SPMCX (10.6M). VMCIX pays higher dividends than SPMCX: VMCIX (1.50) vs SPMCX (0.00). SPMCX was incepted earlier than VMCIX: SPMCX (23 years) vs VMCIX (27 years). SPMCX (2.63) is less costly to investors than VMCIX (0.04). SPMCX is a more actively managed with annual turnover of: 129.00 vs. VMCIX (16.00). SPMCX has a lower initial minimum investment than VMCIX: SPMCX (250) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 14.33 vs. SPMCX (-8.34). VMCIX return over 5 years is better than : 62.28 vs. SPMCX (-2.98).
| SPMCX | VMCIX | SPMCX / VMCIX | |
| Total Expense Ratio | 2.63 | 0.04 | 6,575% |
| Annual Report Gross Expense Ratio | 2.63 | 0.04 | 6,575% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 6.833 | 8.308 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6M | 197B | 0% |
| Annual Yield % from dividends | 0.00 | 1.50 | - |
| Returns for 1 year | -8.34 | 14.33 | -58% |
| Returns for 3 years | 1.50 | 26.45 | 6% |
| Returns for 5 years | -2.98 | 62.28 | -5% |
| Returns for 10 years | -32.08 | 125.29 | -26% |
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