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SMIPX vs VIMAX
SMIPX vs VIMAX Comparison
Open Charts SMIPX vs VIMAX
Saratoga Mid Capitalization I
Price$16.73
Change+$0.17 (+1.03%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Admiral
Price$349.10
Change+$3.38 (+0.98%)
VolumeN/A
CapitalizationN/A
SMIPX vs VIMAX Comparison Chart
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SMIPX vs. VIMAX commentary
Nov 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 StrongBuy and VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 175B vs. SMIPX (13.9M). VIMAX pays higher dividends than SMIPX: VIMAX (1.49) vs SMIPX (0.00). SMIPX was incepted earlier than VIMAX: SMIPX (22 years) vs VIMAX (23 years). SMIPX is a more actively managed with annual turnover of: 68.00 vs. VIMAX (13.00). SMIPX has a lower initial minimum investment than VIMAX: SMIPX (250) vs VIMAX (3000). SMIPX annual gain was more profitable for investors over the last year : 37.13 vs. VIMAX (31.10). VIMAX return over 5 years is better than : 64.69 vs. SMIPX (39.62).
| SMIPX | VIMAX | SMIPX / VIMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 26.264 | 21.437 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9M | 175B | 0% |
| Annual Yield % from dividends | 0.00 | 1.49 | - |
| Returns for 1 year | 37.13 | 31.10 | 119% |
| Returns for 3 years | 10.51 | 11.23 | 94% |
| Returns for 5 years | 39.62 | 64.69 | 61% |
| Returns for 10 years | 9.19 | 133.28 | 7% |
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