Ad is loading...
Ad is loading...
SMIPX vs VIEIX
SMIPX vs VIEIX Comparison
Open Charts SMIPX vs VIEIX
Saratoga Mid Capitalization I
Price$16.73
Change+$0.17 (+1.03%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl
Price$154.29
Change+$2.58 (+1.70%)
VolumeN/A
CapitalizationN/A
SMIPX vs VIEIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SMIPX vs. VIEIX 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 VIEIX is a Buy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 107B vs. SMIPX (13.9M). VIEIX pays higher dividends than SMIPX: VIEIX (1.21) vs SMIPX (0.00). SMIPX was incepted earlier than VIEIX: SMIPX (22 years) vs VIEIX (27 years). SMIPX is a more actively managed with annual turnover of: 68.00 vs. VIEIX (11.00). SMIPX has a lower initial minimum investment than VIEIX: SMIPX (250) vs VIEIX (5000000). VIEIX annual gain was more profitable for investors over the last year : 39.11 vs. SMIPX (37.13). VIEIX return over 5 years is better than : 69.66 vs. SMIPX (39.62).
| SMIPX | VIEIX | SMIPX / VIEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 26.264 | 24.019 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9M | 107B | 0% |
| Annual Yield % from dividends | 0.00 | 1.21 | - |
| Returns for 1 year | 37.13 | 39.11 | 95% |
| Returns for 3 years | 10.51 | 7.66 | 137% |
| Returns for 5 years | 39.62 | 69.66 | 57% |
| Returns for 10 years | 9.19 | 140.95 | 7% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers