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SPMCX vs VMCIX
SPMCX vs VMCIX Comparison
Open Charts SPMCX vs VMCIX
Saratoga Mid Capitalization C
Price$8.21
Change+$0.05 (+0.61%)
VolumeN/A
Net Assets10.37M
Vanguard Mid Cap Index Institutional
Price$80.02
Change+$0.88 (+1.11%)
VolumeN/A
Net Assets199.16B
SPMCX vs VMCIX Comparison Chart in %
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SPMCX vs. VMCIX commentary
Sep 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 VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. SPMCX (10.4M). VMCIX pays higher dividends than SPMCX: VMCIX (1.47) 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 : 11.61 vs. SPMCX (-12.57). VMCIX return over 5 years is better than : 70.96 vs. SPMCX (3.27).
| 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 | 7.884 | 10.886 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4M | 199B | 0% |
| Annual Yield % from dividends | 0.00 | 1.47 | - |
| Returns for 1 year | -12.57 | 11.61 | -108% |
| Returns for 3 years | 18.99 | 55.86 | 34% |
| Returns for 5 years | 3.27 | 70.96 | 5% |
| Returns for 10 years | -21.81 | 161.14 | -14% |
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