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SMIPX vs VEMPX
SMIPX vs VEMPX Comparison
Open Charts SMIPX vs VEMPX
Saratoga Mid Capitalization I
Price$14.62
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets13.45M
Vanguard Extended Market Index InstlPlus
Price$376.30
Change+$1.34 (+0.36%)
VolumeN/A
Net Assets111.13B
SMIPX vs VEMPX Comparison Chart
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SMIPX vs. VEMPX commentary
Jan 24, 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 StrongBuy and VEMPX is a Hold.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 111B vs. SMIPX (13.5M). VEMPX pays higher dividends than SMIPX: VEMPX (1.22) vs SMIPX (0.00). SMIPX was incepted earlier than VEMPX: SMIPX (22 years) vs VEMPX (14 years). SMIPX is a more actively managed with annual turnover of: 68.00 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 : 25.04 vs. SMIPX (11.01). VEMPX return over 5 years is better than : 59.48 vs. SMIPX (15.88).
| SMIPX | VEMPX | SMIPX / VEMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 7.342 | 5.836 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5M | 111B | 0% |
| Annual Yield % from dividends | 0.00 | 1.22 | - |
| Returns for 1 year | 11.01 | 25.04 | 44% |
| Returns for 3 years | 15.94 | 24.46 | 65% |
| Returns for 5 years | 15.88 | 59.48 | 27% |
| Returns for 10 years | 9.82 | 135.90 | 7% |
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