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SPMAX vs VIMSX
SPMAX vs VIMSX Comparison
Open Charts SPMAX vs VIMSX
Saratoga Mid Capitalization A
Price$13.32
Change-$0.01 (-0.08%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$73.53
Change-$0.11 (-0.15%)
VolumeN/A
CapitalizationN/A
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SPMAX vs VIMSX Comparison Chart
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SPMAX vs. VIMSX commentary
Oct 18, 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 SPMAX is a StrongBuy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 176B vs. SPMAX (13.4M). VIMSX pays higher dividends than SPMAX: VIMSX (1.38) vs SPMAX (0.00). SPMAX was incepted earlier than VIMSX: SPMAX (22 years) vs VIMSX (26 years). SPMAX is a more actively managed with annual turnover of: 68.00 vs. VIMSX (13.00). SPMAX has a lower initial minimum investment than VIMSX: SPMAX (2500) vs VIMSX (3000). SPMAX annual gain was more profitable for investors over the last year : 31.72 vs. VIMSX (28.59). VIMSX return over 5 years is better than : 62.45 vs. SPMAX (28.19).
| SPMAX | VIMSX | SPMAX / 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 | 18.279 | 16.170 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4M | 176B | 0% |
| Annual Yield % from dividends | 0.00 | 1.38 | - |
| Returns for 1 year | 31.72 | 28.59 | 111% |
| Returns for 3 years | 2.15 | 9.71 | 22% |
| Returns for 5 years | 28.19 | 62.45 | 45% |
| Returns for 10 years | 0.98 | 146.73 | 1% |
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