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SMIPX vs VEXMX
SMIPX vs VEXMX Comparison
Open Charts SMIPX vs VEXMX
Saratoga Mid Capitalization I
Price$14.64
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets10.75M
Vanguard Extended Market Index Investor
Price$149.67
Change-$0.17 (-0.11%)
VolumeN/A
Net Assets112.9B
SMIPX vs VEXMX Comparison Chart in %
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SMIPX vs. VEXMX 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 VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 113B vs. SMIPX (10.8M). VEXMX pays higher dividends than SMIPX: VEXMX (0.99) 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 : 14.91 vs. SMIPX (3.32). VEXMX return over 5 years is better than : 51.82 vs. SMIPX (27.18).
| 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 | 4.993 | 2.090 | 239% |
| 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 | 0.99 | - |
| Returns for 1 year | 3.32 | 14.91 | 22% |
| Returns for 3 years | 19.17 | 31.86 | 60% |
| Returns for 5 years | 27.18 | 51.82 | 52% |
| Returns for 10 years | 0.15 | 122.45 | 0% |
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