Interact to see
Advertisement
Advertisement
SPMCX vs VMCPX
SPMCX vs VMCPX Comparison
Open Charts SPMCX vs VMCPX
Saratoga Mid Capitalization C
Price$8.12
Change+$0.06 (+0.74%)
VolumeN/A
Net Assets10.78M
Vanguard Mid Cap Index InstitutionalPlus
Price$390.87
Change+$2.97 (+0.77%)
VolumeN/A
Net Assets192.45B
SPMCX vs VMCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPMCX vs. VMCPX commentary
Jul 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 192B vs. SPMCX (10.8M). VMCPX pays higher dividends than SPMCX: VMCPX (1.54) 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 : 17.91 vs. SPMCX (-8.04). VMCPX return over 5 years is better than : 70.93 vs. SPMCX (1.88).
| 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 | 6.702 | 9.831 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8M | 192B | 0% |
| Annual Yield % from dividends | 0.00 | 1.54 | - |
| Returns for 1 year | -8.04 | 17.91 | -45% |
| Returns for 3 years | 8.56 | 42.13 | 20% |
| Returns for 5 years | 1.88 | 70.93 | 3% |
| Returns for 10 years | -31.71 | 132.70 | -24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement