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SMIPX vs VEXMX
SMIPX vs VEXMX Comparison
Open Charts SMIPX vs VEXMX
Saratoga Mid Capitalization I
Price$16.46
Change-$0.08 (-0.48%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$150.16
Change-$1.02 (-0.67%)
VolumeN/A
CapitalizationN/A
SMIPX vs VEXMX Comparison Chart
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SMIPX vs. VEXMX commentary
Nov 14, 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 StrongBuy and VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 107B vs. SMIPX (13.9M). 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 (36.13) and SMIPX (35.70) have marching annual gain over last year. VEXMX return over 5 years is better than : 64.75 vs. SMIPX (37.03).
| 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 | 24.226 | 20.569 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9M | 107B | 0% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | 35.70 | 36.13 | 99% |
| Returns for 3 years | 7.03 | 0.38 | 1,828% |
| Returns for 5 years | 37.03 | 64.75 | 57% |
| Returns for 10 years | 9.69 | 136.86 | 7% |
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