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SMIPX vs VEXMX
SMIPX vs VEXMX Comparison
Open Charts SMIPX vs VEXMX
Saratoga Mid Capitalization I
Price$13.80
Change+$0.18 (+1.32%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$146.36
Change+$1.81 (+1.25%)
VolumeN/A
CapitalizationN/A
SMIPX vs VEXMX Comparison Chart
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SMIPX vs. VEXMX commentary
Dec 23, 2024
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 VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 120B vs. SMIPX (12.9M). 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 : 18.15 vs. SMIPX (4.86). VEXMX return over 5 years is better than : 54.47 vs. SMIPX (10.78).
| 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 | 4.151 | 17.518 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 120B | 0% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | 4.86 | 18.15 | 27% |
| Returns for 3 years | 6.89 | 7.31 | 94% |
| Returns for 5 years | 10.78 | 54.47 | 20% |
| Returns for 10 years | 2.37 | 126.77 | 2% |
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