Ad is loading...
SMIPX vs VIEIX
SMIPX vs VIEIX Comparison
Open Charts SMIPX vs VIEIX
Saratoga Mid Capitalization I
Price$13.80
Change+$0.18 (+1.32%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl
Price$146.27
Change+$1.80 (+1.25%)
VolumeN/A
CapitalizationN/A
SMIPX vs VIEIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SMIPX vs. VIEIX commentary
Dec 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 Hold and VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 120B vs. SMIPX (12.9M). 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 : 18.22 vs. SMIPX (4.86). VIEIX return over 5 years is better than : 54.68 vs. SMIPX (10.78).
| 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 | 4.151 | 17.572 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 120B | 0% |
| Annual Yield % from dividends | 0.00 | 1.21 | - |
| Returns for 1 year | 4.86 | 18.22 | 27% |
| Returns for 3 years | 6.89 | 7.38 | 93% |
| Returns for 5 years | 10.78 | 54.68 | 20% |
| Returns for 10 years | 2.37 | 127.62 | 2% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LBWAX | 20.04 | 0.27 | +1.37% |
| BrandywineGLOBAL Div US Large Value A | |||
| GVALX | 13.85 | 0.17 | +1.24% |
| Gotham Large Value Institutional | |||
| MCFOX | 5.63 | 0.05 | +0.90% |
| BlackRock Large Cap Focus Growth Inv C | |||
| FZEMX | 38.90 | 0.12 | +0.31% |
| Fidelity Advisor Emerging Markets Z | |||
| PDEZX | 17.76 | 0.04 | +0.23% |
| PGIM Jennison Emerging Markets Eq Opps Z | |||