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SMIPX vs VIEIX
SMIPX vs VIEIX Comparison
Open Charts SMIPX vs VIEIX
Saratoga Mid Capitalization I
Price$12.46
Change+$0.20 (+1.63%)
VolumeN/A
Net Assets9.93M
Vanguard Extended Market Index Instl
Price$128.75
Change+$3.16 (+2.52%)
VolumeN/A
Net Assets101.44B
SMIPX vs VIEIX Comparison Chart
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SMIPX vs. VIEIX 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 VIEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 101B vs. SMIPX (9.93M). VIEIX pays higher dividends than SMIPX: VIEIX (1.30) vs SMIPX (0.00). SMIPX was incepted earlier than VIEIX: SMIPX (22 years) vs VIEIX (28 years). SMIPX (1.63) is less costly to investors than VIEIX (0.05). SMIPX is a more actively managed with annual turnover of: 129.00 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 : -0.01 vs. SMIPX (-12.68). VIEIX return over 5 years is better than : 69.58 vs. SMIPX (27.66).
| SMIPX | VIEIX | SMIPX / VIEIX | |
| Total Expense Ratio | 1.63 | 0.05 | 3,260% |
| Annual Report Gross Expense Ratio | 1.63 | 0.05 | 3,260% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | -9.985 | -12.753 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.93M | 101B | 0% |
| Annual Yield % from dividends | 0.00 | 1.30 | - |
| Returns for 1 year | -12.68 | -0.01 | 139,145% |
| Returns for 3 years | -1.05 | 7.44 | -14% |
| Returns for 5 years | 27.66 | 69.58 | 40% |
| Returns for 10 years | -15.13 | 85.25 | -18% |
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