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SPMCX vs VMCPX
SPMCX vs VMCPX Comparison
Open Charts SPMCX vs VMCPX
Saratoga Mid Capitalization C
Price$8.37
Change+$0.03 (+0.36%)
VolumeN/A
Net Assets10.83M
Vanguard Mid Cap Index InstitutionalPlus
Price$390.45
Change-$0.55 (-0.14%)
VolumeN/A
Net Assets199.16B
SPMCX vs VMCPX Comparison Chart in %
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SPMCX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. SPMCX (10.8M). VMCPX pays higher dividends than SPMCX: VMCPX (1.48) vs SPMCX (0.00). SPMCX was incepted earlier than VMCPX: SPMCX (23 years) vs VMCPX (15 years). SPMCX (2.63) is less costly to investors than VMCPX (0.03). SPMCX is a more actively managed with annual turnover of: 129.00 vs. VMCPX (16.00). SPMCX has a lower initial minimum investment than VMCPX: SPMCX (250) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 15.04 vs. SPMCX (-4.56). VMCPX return over 5 years is better than : 65.05 vs. SPMCX (0.72).
| SPMCX | VMCPX | SPMCX / VMCPX | |
| Total Expense Ratio | 2.63 | 0.03 | 8,767% |
| Annual Report Gross Expense Ratio | 2.63 | 0.03 | 8,767% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 9.987 | 9.713 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8M | 199B | 0% |
| Annual Yield % from dividends | 0.00 | 1.48 | - |
| Returns for 1 year | -4.56 | 15.04 | -30% |
| Returns for 3 years | 12.05 | 41.08 | 29% |
| Returns for 5 years | 0.72 | 65.05 | 1% |
| Returns for 10 years | -26.64 | 141.17 | -19% |