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SMIPX vs VEXMX
SMIPX vs VEXMX Comparison
Open Charts SMIPX vs VEXMX
Saratoga Mid Capitalization I
Price$12.46
Change+$0.20 (+1.63%)
VolumeN/A
Net Assets9.93M
Vanguard Extended Market Index Investor
Price$128.86
Change+$3.16 (+2.51%)
VolumeN/A
Net Assets101.44B
SMIPX vs VEXMX Comparison Chart
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SMIPX vs. VEXMX commentary
Apr 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 Buy and VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 101B vs. SMIPX (9.93M). 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 : -0.04 vs. SMIPX (-12.68). VEXMX return over 5 years is better than : 69.31 vs. SMIPX (27.66).
| 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 | -9.985 | -12.764 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.93M | 101B | 0% |
| Annual Yield % from dividends | 0.00 | 1.15 | - |
| Returns for 1 year | -12.68 | -0.04 | 36,089% |
| Returns for 3 years | -1.05 | 7.36 | -14% |
| Returns for 5 years | 27.66 | 69.31 | 40% |
| Returns for 10 years | -15.13 | 84.66 | -18% |
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