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SMIPX vs VEXMX
SMIPX vs VEXMX Comparison
Open Charts SMIPX vs VEXMX
Saratoga Mid Capitalization I
Price$16.73
Change+$0.17 (+1.03%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$154.40
Change+$2.59 (+1.71%)
VolumeN/A
CapitalizationN/A
SMIPX vs VEXMX Comparison Chart
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SMIPX vs. VEXMX commentary
Nov 23, 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 annual gain was more profitable for investors over the last year : 39.06 vs. SMIPX (37.13). VEXMX return over 5 years is better than : 69.42 vs. SMIPX (39.62).
| 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 | 26.264 | 23.974 | 110% |
| 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 | 37.13 | 39.06 | 95% |
| Returns for 3 years | 10.51 | 7.59 | 138% |
| Returns for 5 years | 39.62 | 69.42 | 57% |
| Returns for 10 years | 9.19 | 140.04 | 7% |
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