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SMIPX vs VEMPX
SMIPX vs VEMPX Comparison
Open Charts SMIPX vs VEMPX
Saratoga Mid Capitalization I
Price$12.46
Change+$0.20 (+1.63%)
VolumeN/A
Net Assets9.93M
Vanguard Extended Market Index InstlPlus
Price$317.73
Change+$7.79 (+2.51%)
VolumeN/A
Net Assets101.44B
SMIPX vs VEMPX Comparison Chart
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SMIPX vs. VEMPX commentary
Apr 25, 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 (9.93M). VEMPX pays higher dividends than SMIPX: VEMPX (1.31) 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 : -0.01 vs. SMIPX (-12.68). VEMPX return over 5 years is better than : 69.60 vs. SMIPX (27.66).
| 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 | -9.985 | -12.753 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.93M | 101B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | -12.68 | -0.01 | 171,008% |
| Returns for 3 years | -1.05 | 7.45 | -14% |
| Returns for 5 years | 27.66 | 69.60 | 40% |
| Returns for 10 years | -15.13 | 85.33 | -18% |
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