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SMIPX vs VEXAX
SMIPX vs VEXAX Comparison
Open Charts SMIPX vs VEXAX
Saratoga Mid Capitalization I
Price$14.64
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets10.75M
Vanguard Extended Market Index Admiral
Price$149.56
Change-$0.17 (-0.11%)
VolumeN/A
Net Assets112.9B
SMIPX vs VEXAX Comparison Chart in %
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SMIPX vs. VEXAX commentary
Aug 06, 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 VEXAX is a Hold.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 113B vs. SMIPX (10.8M). VEXAX pays higher dividends than SMIPX: VEXAX (1.12) vs SMIPX (0.00). SMIPX was incepted earlier than VEXAX: SMIPX (23 years) vs VEXAX (25 years). SMIPX (1.63) is less costly to investors than VEXAX (0.05). SMIPX is a more actively managed with annual turnover of: 129.00 vs. VEXAX (11.00). SMIPX has a lower initial minimum investment than VEXAX: SMIPX (250) vs VEXAX (3000). VEXAX annual gain was more profitable for investors over the last year : 14.94 vs. SMIPX (3.32). VEXAX return over 5 years is better than : 52.04 vs. SMIPX (27.18).
| SMIPX | VEXAX | SMIPX / VEXAX | |
| Total Expense Ratio | 1.63 | 0.05 | 3,260% |
| Annual Report Gross Expense Ratio | 1.63 | 0.05 | 3,260% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 4.993 | 2.116 | 236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8M | 113B | 0% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | 3.32 | 14.94 | 22% |
| Returns for 3 years | 19.17 | 31.96 | 60% |
| Returns for 5 years | 27.18 | 52.04 | 52% |
| Returns for 10 years | 0.15 | 123.03 | 0% |
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