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SMIPX vs VEXMX
SMIPX vs VEXMX Comparison
Open Charts SMIPX vs VEXMX
Saratoga Mid Capitalization I
Price$12.54
Change-$0.60 (-4.57%)
VolumeN/A
Net Assets11.05M
Vanguard Extended Market Index Investor
Price$124.51
Change-$9.36 (-6.99%)
VolumeN/A
Net Assets110.09B
SMIPX vs VEXMX Comparison Chart
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SMIPX vs. VEXMX commentary
Apr 04, 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 VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 110B vs. SMIPX (11M). VEXMX pays higher dividends than SMIPX: VEXMX (1.15) vs SMIPX (0.00). SMIPX was incepted earlier than VEXMX: SMIPX (22 years) vs VEXMX (37 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 : 2.75 vs. SMIPX (-9.94). VEXMX return over 5 years is better than : 114.27 vs. SMIPX (56.60).
| SMIPX | VEXMX | SMIPX / VEXMX | |
| Total Expense Ratio | 1.63 | 0.19 | 858% |
| Annual Report Gross Expense Ratio | 1.63 | 0.19 | 858% |
| Fund Existence | 22 years | 37 years | - |
| Gain YTD | -3.524 | -7.094 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11M | 110B | 0% |
| Annual Yield % from dividends | 0.00 | 1.15 | - |
| Returns for 1 year | -9.94 | 2.75 | -362% |
| Returns for 3 years | 2.66 | 5.50 | 48% |
| Returns for 5 years | 56.60 | 114.27 | 50% |
| Returns for 10 years | -9.16 | 96.08 | -10% |
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