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SMIPX vs VEXMX
SMIPX vs VEXMX Comparison
Open Charts SMIPX vs VEXMX
Saratoga Mid Capitalization I
Price$13.27
Change-$0.26 (-1.92%)
VolumeN/A
Net Assets10.51M
Vanguard Extended Market Index Investor
Price$140.69
Change-$2.43 (-1.70%)
VolumeN/A
Net Assets107.69B
SMIPX vs VEXMX Comparison Chart
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SMIPX vs. VEXMX commentary
Jun 15, 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: 108B vs. SMIPX (10.5M). VEXMX pays higher dividends than SMIPX: VEXMX (1.08) vs SMIPX (0.00). SMIPX was incepted earlier than VEXMX: SMIPX (22 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 : 10.34 vs. SMIPX (-5.35). VEXMX return over 5 years is better than : 63.64 vs. SMIPX (24.63).
| 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 | 38 years | - |
| Gain YTD | -2.570 | -2.361 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5M | 108B | 0% |
| Annual Yield % from dividends | 0.00 | 1.08 | - |
| Returns for 1 year | -5.35 | 10.34 | -52% |
| Returns for 3 years | 17.23 | 42.87 | 40% |
| Returns for 5 years | 24.63 | 63.64 | 39% |
| Returns for 10 years | -9.80 | 105.37 | -9% |
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