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SMIPX vs VMCPX
SMIPX vs VMCPX Comparison
Open Charts SMIPX vs VMCPX
Saratoga Mid Capitalization I
Price$15.13
Change-$0.03 (-0.20%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$352.79
Change-$0.65 (-0.18%)
VolumeN/A
CapitalizationN/A
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SMIPX vs VMCPX Comparison Chart
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SMIPX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 172B vs. SMIPX (13M). VMCPX pays higher dividends than SMIPX: VMCPX (1.51) vs SMIPX (0.00). SMIPX was incepted earlier than VMCPX: SMIPX (22 years) vs VMCPX (14 years). SMIPX is a more actively managed with annual turnover of: 68.00 vs. VMCPX (13.00). SMIPX has a lower initial minimum investment than VMCPX: SMIPX (250) vs VMCPX (100000000). SMIPX annual gain was more profitable for investors over the last year : 29.65 vs. VMCPX (25.17). VMCPX return over 5 years is better than : 56.93 vs. SMIPX (27.85).
| SMIPX | VMCPX | SMIPX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 14.189 | 12.593 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13M | 172B | 0% |
| Annual Yield % from dividends | 0.00 | 1.51 | - |
| Returns for 1 year | 29.65 | 25.17 | 118% |
| Returns for 3 years | 6.01 | 9.85 | 61% |
| Returns for 5 years | 27.85 | 56.93 | 49% |
| Returns for 10 years | 1.82 | 128.75 | 1% |