Interact to see
Advertisement
Advertisement
SMIPX vs VEXMX
SMIPX vs VEXMX Comparison
Open Charts SMIPX vs VEXMX
Saratoga Mid Capitalization I
Price$14.23
Change-$0.08 (-0.56%)
VolumeN/A
Net Assets10.69M
Vanguard Extended Market Index Investor
Price$148.78
Change-$1.60 (-1.06%)
VolumeN/A
Net Assets112.9B
SMIPX vs VEXMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMIPX vs. VEXMX 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 VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 113B vs. SMIPX (10.7M). VEXMX pays higher dividends than SMIPX: VEXMX (1.01) vs SMIPX (0.00). SMIPX was incepted earlier than VEXMX: SMIPX (23 years) vs VEXMX (38 years). SMIPX (1.63) is less costly to investors than VEXMX (0.19). SMIPX is a more actively managed with annual turnover of: 129.00 vs. VEXMX (11.00). SMIPX has a lower initial minimum investment than VEXMX: SMIPX (250) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 13.52 vs. SMIPX (0.14). VEXMX return over 5 years is better than : 64.39 vs. SMIPX (36.32).
| SMIPX | VEXMX | SMIPX / VEXMX | |
| Total Expense Ratio | 1.63 | 0.19 | 858% |
| Annual Report Gross Expense Ratio | 1.63 | 0.19 | 858% |
| Fund Existence | 23 years | 38 years | - |
| Gain YTD | 4.479 | 3.312 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7M | 113B | 0% |
| Annual Yield % from dividends | 0.00 | 1.01 | - |
| Returns for 1 year | 0.14 | 13.52 | 1% |
| Returns for 3 years | 27.05 | 48.36 | 56% |
| Returns for 5 years | 36.32 | 64.39 | 56% |
| Returns for 10 years | -2.88 | 117.39 | -2% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement