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SMIPX vs VEXMX
SMIPX vs VEXMX Comparison
Open Charts SMIPX vs VEXMX
Saratoga Mid Capitalization I
Price$14.62
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets13.45M
Vanguard Extended Market Index Investor
Price$152.61
Change+$0.55 (+0.36%)
VolumeN/A
Net Assets111.13B
SMIPX vs VEXMX Comparison Chart
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SMIPX vs. VEXMX commentary
Jan 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 StrongBuy and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 111B vs. SMIPX (13.5M). VEXMX pays higher dividends than SMIPX: VEXMX (1.09) vs SMIPX (0.00). SMIPX was incepted earlier than VEXMX: SMIPX (22 years) vs VEXMX (37 years). SMIPX is a more actively managed with annual turnover of: 68.00 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 : 24.99 vs. SMIPX (11.01). VEXMX return over 5 years is better than : 59.23 vs. SMIPX (15.88).
| SMIPX | VEXMX | SMIPX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 37 years | - |
| Gain YTD | 7.342 | 5.832 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5M | 111B | 0% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | 11.01 | 24.99 | 44% |
| Returns for 3 years | 15.94 | 24.38 | 65% |
| Returns for 5 years | 15.88 | 59.23 | 27% |
| Returns for 10 years | 9.82 | 134.99 | 7% |
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