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SPMCX vs VMCIX
SPMCX vs VMCIX Comparison
Open Charts SPMCX vs VMCIX
Saratoga Mid Capitalization C
Price$7.97
Change+$0.07 (+0.89%)
VolumeN/A
Net Assets11.06M
Vanguard Mid Cap Index Institutional
Price$77.67
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
SPMCX vs VMCIX Comparison Chart in %
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SPMCX vs. VMCIX 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 SPMCX is a Hold and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. SPMCX (11.1M). VMCIX pays higher dividends than SPMCX: VMCIX (1.53) 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 : 17.65 vs. SPMCX (-7.54). VMCIX return over 5 years is better than : 73.80 vs. SPMCX (3.91).
| 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 | 4.731 | 7.629 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1M | 185B | 0% |
| Annual Yield % from dividends | 0.00 | 1.53 | - |
| Returns for 1 year | -7.54 | 17.65 | -43% |
| Returns for 3 years | 8.44 | 43.12 | 20% |
| Returns for 5 years | 3.91 | 73.80 | 5% |
| Returns for 10 years | -33.36 | 127.60 | -26% |
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