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SMIPX vs VEXMX
SMIPX vs VEXMX Comparison
Open Charts SMIPX vs VEXMX
Saratoga Mid Capitalization I
Price$13.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.53M
Vanguard Extended Market Index Investor
Price$137.76
Change+$0.31 (+0.23%)
VolumeN/A
Net Assets100.64B
SMIPX vs VEXMX Comparison Chart
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SMIPX vs. VEXMX commentary
May 23, 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 (10.5M). VEXMX pays higher dividends than SMIPX: VEXMX (1.16) 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 : 5.36 vs. SMIPX (-7.60). VEXMX return over 5 years is better than : 66.55 vs. SMIPX (29.12).
| 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 | -2.643 | -4.609 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5M | 101B | 0% |
| Annual Yield % from dividends | 0.00 | 1.16 | - |
| Returns for 1 year | -7.60 | 5.36 | -142% |
| Returns for 3 years | 10.87 | 30.70 | 35% |
| Returns for 5 years | 29.12 | 66.55 | 44% |
| Returns for 10 years | -10.22 | 100.92 | -10% |
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