SPMCX
Price
$8.12
Change
+$0.06 (+0.74%)
Updated
Jul 25 closing price
Net Assets
10.78M
VMCPX
Price
$390.87
Change
+$2.97 (+0.77%)
Updated
Jul 25 closing price
Net Assets
192.45B
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SPMCX vs VMCPX

Header iconSPMCX vs VMCPX Comparison
Open Charts SPMCX vs VMCPXBanner chart's image
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 %
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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.

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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).
SPMCXVMCPXSPMCX / VMCPX
Total Expense Ratio2.630.038,767%
Annual Report Gross Expense Ratio2.630.038,767%
Fund Existence23 years15 years-
Gain YTD6.7029.83168%
Front LoadN/AN/A-
Min. Initial Investment2501000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets10.8M192B0%
Annual Yield % from dividends0.001.54-
Returns for 1 year-8.0417.91-45%
Returns for 3 years8.5642.1320%
Returns for 5 years1.8870.933%
Returns for 10 years-31.71132.70-24%
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