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SMIPX vs VIMSX
SMIPX vs VIMSX Comparison
Open Charts SMIPX vs VIMSX
Saratoga Mid Capitalization I
Price$15.13
Change-$0.03 (-0.20%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$71.38
Change-$0.13 (-0.18%)
VolumeN/A
CapitalizationN/A
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SMIPX vs VIMSX Comparison Chart
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SMIPX vs. VIMSX commentary
Sep 21, 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: 172B vs. SMIPX (13M). VIMSX pays higher dividends than SMIPX: VIMSX (1.38) vs SMIPX (0.00). SMIPX was incepted earlier than VIMSX: SMIPX (22 years) vs VIMSX (26 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 : 29.65 vs. VIMSX (25.11). VIMSX return over 5 years is better than : 56.75 vs. SMIPX (27.85).
| SMIPX | VIMSX | SMIPX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 14.189 | 12.557 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13M | 172B | 0% |
| Annual Yield % from dividends | 0.00 | 1.38 | - |
| Returns for 1 year | 29.65 | 25.11 | 118% |
| Returns for 3 years | 6.01 | 9.82 | 61% |
| Returns for 5 years | 27.85 | 56.75 | 49% |
| Returns for 10 years | 1.82 | 128.21 | 1% |
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