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SPMCX vs VIEIX
SPMCX vs VIEIX Comparison
Open Charts SPMCX vs VIEIX
Saratoga Mid Capitalization C
Price$8.02
Change+$0.07 (+0.88%)
VolumeN/A
Net Assets13.25M
Vanguard Extended Market Index Instl
Price$149.82
Change+$1.00 (+0.67%)
VolumeN/A
Net Assets111.13B
SPMCX vs VIEIX Comparison Chart
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SPMCX vs. VIEIX commentary
Jan 19, 2025
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 SPMCX is a StrongBuy and VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 111B vs. SPMCX (13.3M). VIEIX pays higher dividends than SPMCX: VIEIX (1.21) vs SPMCX (0.00). SPMCX was incepted earlier than VIEIX: SPMCX (23 years) vs VIEIX (28 years). SPMCX is a more actively managed with annual turnover of: 68.00 vs. VIEIX (11.00). SPMCX has a lower initial minimum investment than VIEIX: SPMCX (250) vs VIEIX (5000000). VIEIX annual gain was more profitable for investors over the last year : 24.95 vs. SPMCX (-0.25). VIEIX return over 5 years is better than : 54.68 vs. SPMCX (-13.58).
| SPMCX | VIEIX | SPMCX / VIEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 5.388 | 3.991 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3M | 111B | 0% |
| Annual Yield % from dividends | 0.00 | 1.21 | - |
| Returns for 1 year | -0.25 | 24.95 | -1% |
| Returns for 3 years | -3.72 | 18.29 | -20% |
| Returns for 5 years | -13.58 | 54.68 | -25% |
| Returns for 10 years | -25.67 | 138.66 | -19% |
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