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SMIPX vs VSEMX
SMIPX vs VSEMX Comparison
Open Charts SMIPX vs VSEMX
Saratoga Mid Capitalization I
Price$16.73
Change+$0.17 (+1.03%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl Sel
Price$248.00
Change+$4.16 (+1.71%)
VolumeN/A
CapitalizationN/A
SMIPX vs VSEMX Comparison Chart
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SMIPX vs. VSEMX 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 VSEMX is a Buy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 107B vs. SMIPX (13.9M). VSEMX pays higher dividends than SMIPX: VSEMX (1.23) vs SMIPX (0.00). SMIPX was incepted earlier than VSEMX: SMIPX (22 years) vs VSEMX (8 years). SMIPX is a more actively managed with annual turnover of: 68.00 vs. VSEMX (11.00). SMIPX has a lower initial minimum investment than VSEMX: SMIPX (250) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 39.14 vs. SMIPX (37.13). VSEMX return over 5 years is better than : 69.75 vs. SMIPX (39.62).
| SMIPX | VSEMX | SMIPX / VSEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 8 years | - |
| Gain YTD | 26.264 | 24.046 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9M | 107B | 0% |
| Annual Yield % from dividends | 0.00 | 1.23 | - |
| Returns for 1 year | 37.13 | 39.14 | 95% |
| Returns for 3 years | 10.51 | 7.70 | 137% |
| Returns for 5 years | 39.62 | 69.75 | 57% |
| Returns for 10 years | 9.19 | N/A | - |
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