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SMIPX vs VEMPX
SMIPX vs VEMPX Comparison
Open Charts SMIPX vs VEMPX
Saratoga Mid Capitalization I
Price$14.23
Change-$0.08 (-0.56%)
VolumeN/A
Net Assets10.69M
Vanguard Extended Market Index InstlPlus
Price$366.83
Change-$3.95 (-1.07%)
VolumeN/A
Net Assets112.9B
SMIPX vs VEMPX Comparison Chart in %
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SMIPX vs. VEMPX commentary
Jul 13, 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: 113B vs. SMIPX (10.7M). VEMPX pays higher dividends than SMIPX: VEMPX (1.16) vs SMIPX (0.00). SMIPX was incepted earlier than VEMPX: SMIPX (23 years) vs VEMPX (15 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 : 13.56 vs. SMIPX (0.14). VEMPX return over 5 years is better than : 64.66 vs. SMIPX (36.32).
| 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 | 23 years | 15 years | - |
| Gain YTD | 4.479 | 3.328 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7M | 113B | 0% |
| Annual Yield % from dividends | 0.00 | 1.16 | - |
| Returns for 1 year | 0.14 | 13.56 | 1% |
| Returns for 3 years | 27.05 | 48.49 | 56% |
| Returns for 5 years | 36.32 | 64.66 | 56% |
| Returns for 10 years | -2.88 | 118.11 | -2% |
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