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SMIPX vs VIMSX
SMIPX vs VIMSX Comparison
Open Charts SMIPX vs VIMSX
Saratoga Mid Capitalization I
Price$16.73
Change+$0.17 (+1.03%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$76.96
Change+$0.75 (+0.98%)
VolumeN/A
CapitalizationN/A
SMIPX vs VIMSX Comparison Chart
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SMIPX vs. VIMSX 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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. SMIPX (13.9M). VIMSX pays higher dividends than SMIPX: VIMSX (1.38) vs SMIPX (0.00). SMIPX was incepted earlier than VIMSX: SMIPX (22 years) vs VIMSX (27 years). SMIPX is a more actively managed with annual turnover of: 68.00 vs. VIMSX (13.00). SMIPX has a lower initial minimum investment than VIMSX: SMIPX (250) vs VIMSX (3000). SMIPX annual gain was more profitable for investors over the last year : 37.13 vs. VIMSX (31.07). VIMSX return over 5 years is better than : 64.57 vs. SMIPX (39.62).
| SMIPX | VIMSX | SMIPX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 26.264 | 21.408 | 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 | 1.38 | - |
| Returns for 1 year | 37.13 | 31.07 | 119% |
| Returns for 3 years | 10.51 | 11.19 | 94% |
| Returns for 5 years | 39.62 | 64.57 | 61% |
| Returns for 10 years | 9.19 | 132.92 | 7% |
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