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SMIPX vs VIEIX
SMIPX vs VIEIX Comparison
Open Charts SMIPX vs VIEIX
Saratoga Mid Capitalization I
Price$14.62
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets13.45M
Vanguard Extended Market Index Instl
Price$152.48
Change+$0.54 (+0.36%)
VolumeN/A
Net Assets111.13B
SMIPX vs VIEIX Comparison Chart
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SMIPX vs. VIEIX commentary
Jan 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 StrongBuy and VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 111B vs. SMIPX (13.5M). VIEIX pays higher dividends than SMIPX: VIEIX (1.21) vs SMIPX (0.00). SMIPX was incepted earlier than VIEIX: SMIPX (22 years) vs VIEIX (28 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 : 25.03 vs. SMIPX (11.01). VIEIX return over 5 years is better than : 59.45 vs. SMIPX (15.88).
| SMIPX | VIEIX | SMIPX / VIEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 7.342 | 5.837 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5M | 111B | 0% |
| Annual Yield % from dividends | 0.00 | 1.21 | - |
| Returns for 1 year | 11.01 | 25.03 | 44% |
| Returns for 3 years | 15.94 | 24.45 | 65% |
| Returns for 5 years | 15.88 | 59.45 | 27% |
| Returns for 10 years | 9.82 | 135.77 | 7% |
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