Ad is loading...
SMIPX vs VMCIX
SMIPX vs VMCIX Comparison
Open Charts SMIPX vs VMCIX
Saratoga Mid Capitalization I
Price$15.13
Change-$0.03 (-0.20%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$71.53
Change-$0.13 (-0.18%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
SMIPX vs VMCIX Comparison Chart
Loading...
SMIPX vs. VMCIX 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 172B vs. SMIPX (13M). VMCIX pays higher dividends than SMIPX: VMCIX (1.50) vs SMIPX (0.00). SMIPX was incepted earlier than VMCIX: SMIPX (22 years) vs VMCIX (26 years). SMIPX is a more actively managed with annual turnover of: 68.00 vs. VMCIX (13.00). SMIPX has a lower initial minimum investment than VMCIX: SMIPX (250) vs VMCIX (5000000). SMIPX annual gain was more profitable for investors over the last year : 29.65 vs. VMCIX (25.16). VMCIX return over 5 years is better than : 56.92 vs. SMIPX (27.85).
| SMIPX | VMCIX | SMIPX / VMCIX | |
| 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 | 12.579 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13M | 172B | 0% |
| Annual Yield % from dividends | 0.00 | 1.50 | - |
| Returns for 1 year | 29.65 | 25.16 | 118% |
| Returns for 3 years | 6.01 | 9.84 | 61% |
| Returns for 5 years | 27.85 | 56.92 | 49% |
| Returns for 10 years | 1.82 | 128.67 | 1% |