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SMIPX vs VEXAX
SMIPX vs VEXAX Comparison
Open Charts SMIPX vs VEXAX
Saratoga Mid Capitalization I
Price$14.83
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets10.71M
Vanguard Extended Market Index Admiral
Price$156.19
Change+$0.86 (+0.55%)
VolumeN/A
Net Assets78.9B
SMIPX vs VEXAX Comparison Chart in %
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SMIPX vs. VEXAX commentary
Aug 28, 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 Hold and VEXAX is a Hold.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 78.9B vs. SMIPX (10.7M). 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 : 14.99 vs. SMIPX (0.55). VEXAX return over 5 years is better than : 55.24 vs. SMIPX (27.57).
| 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 | 8.297 | 7.969 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7M | 78.9B | 0% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | 0.55 | 14.99 | 4% |
| Returns for 3 years | 23.12 | 41.89 | 55% |
| Returns for 5 years | 27.57 | 55.24 | 50% |
| Returns for 10 years | 6.31 | 144.61 | 4% |
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