Ad is loading...
SMIPX vs VIEIX
SMIPX vs VIEIX Comparison
Open Charts SMIPX vs VIEIX
Saratoga Mid Capitalization I
Price$16.46
Change-$0.08 (-0.48%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl
Price$150.05
Change-$1.02 (-0.68%)
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 14, 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 (36.19) and SMIPX (35.70) have marching annual gain over last year. VIEIX return over 5 years is better than : 64.98 vs. SMIPX (37.03).
| 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 | 24.226 | 20.611 | 118% |
| 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 | 35.70 | 36.19 | 99% |
| Returns for 3 years | 7.03 | 0.45 | 1,554% |
| Returns for 5 years | 37.03 | 64.98 | 57% |
| Returns for 10 years | 9.69 | 137.75 | 7% |
View a ticker or compare two or three
VS
VS
Ad is loading...