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SMIPX vs VEMPX
SMIPX vs VEMPX Comparison
Open Charts SMIPX vs VEMPX
Saratoga Mid Capitalization I
Price$13.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.53M
Vanguard Extended Market Index InstlPlus
Price$339.71
Change+$0.77 (+0.23%)
VolumeN/A
Net Assets100.64B
SMIPX vs VEMPX Comparison Chart
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SMIPX vs. VEMPX commentary
May 23, 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 SMIPX is a Buy and VEMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 101B vs. SMIPX (10.5M). VEMPX pays higher dividends than SMIPX: VEMPX (1.32) vs SMIPX (0.00). SMIPX was incepted earlier than VEMPX: SMIPX (22 years) vs VEMPX (14 years). SMIPX (1.63) is less costly to investors than VEMPX (0.04). SMIPX is a more actively managed with annual turnover of: 129.00 vs. VEMPX (11.00). SMIPX has a lower initial minimum investment than VEMPX: SMIPX (250) vs VEMPX (100000000). VEMPX annual gain was more profitable for investors over the last year : 5.39 vs. SMIPX (-7.60). VEMPX return over 5 years is better than : 66.83 vs. SMIPX (29.12).
| SMIPX | VEMPX | SMIPX / VEMPX | |
| Total Expense Ratio | 1.63 | 0.04 | 4,075% |
| Annual Report Gross Expense Ratio | 1.63 | 0.04 | 4,075% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | -2.643 | -4.590 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5M | 101B | 0% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | -7.60 | 5.39 | -141% |
| Returns for 3 years | 10.87 | 30.80 | 35% |
| Returns for 5 years | 29.12 | 66.83 | 44% |
| Returns for 10 years | -10.22 | 101.66 | -10% |
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