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SMIPX vs VIEIX
SMIPX vs VIEIX Comparison
Open Charts SMIPX vs VIEIX
Saratoga Mid Capitalization I
Price$12.54
Change-$0.60 (-4.57%)
VolumeN/A
Net Assets11.05M
Vanguard Extended Market Index Instl
Price$124.40
Change-$9.34 (-6.98%)
VolumeN/A
Net Assets110.09B
SMIPX vs VIEIX Comparison Chart
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SMIPX vs. VIEIX commentary
Apr 04, 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 Hold and VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 110B vs. SMIPX (11M). 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 : 2.78 vs. SMIPX (-9.94). VIEIX return over 5 years is better than : 114.58 vs. SMIPX (56.60).
| 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 | -3.524 | -7.091 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11M | 110B | 0% |
| Annual Yield % from dividends | 0.00 | 1.30 | - |
| Returns for 1 year | -9.94 | 2.78 | -358% |
| Returns for 3 years | 2.66 | 5.57 | 48% |
| Returns for 5 years | 56.60 | 114.58 | 49% |
| Returns for 10 years | -9.16 | 96.69 | -9% |
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