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SPMCX vs VIEIX
SPMCX vs VIEIX Comparison
Open Charts SPMCX vs VIEIX
Saratoga Mid Capitalization C
Price$7.52
Change-$0.22 (-2.84%)
VolumeN/A
Net Assets11.72M
Vanguard Extended Market Index Instl
Price$144.56
Change-$4.57 (-3.06%)
VolumeN/A
Net Assets116.7B
SPMCX vs VIEIX Comparison Chart
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SPMCX vs. VIEIX commentary
Feb 23, 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 Hold and VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 117B vs. SPMCX (11.7M). 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 : 14.32 vs. SPMCX (-13.36). VIEIX return over 5 years is better than : 47.44 vs. SPMCX (-19.31).
| 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 | -1.183 | 0.340 | -348% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7M | 117B | 0% |
| Annual Yield % from dividends | 0.00 | 1.21 | - |
| Returns for 1 year | -13.36 | 14.32 | -93% |
| Returns for 3 years | -6.70 | 21.17 | -32% |
| Returns for 5 years | -19.31 | 47.44 | -41% |
| Returns for 10 years | -36.05 | 116.03 | -31% |
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