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SPMCX vs VIEIX
SPMCX vs VIEIX Comparison
Open Charts SPMCX vs VIEIX
Saratoga Mid Capitalization C
Price$9.94
Change-$0.10 (-1.00%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl
Price$146.42
Change-$1.91 (-1.29%)
VolumeN/A
CapitalizationN/A
SPMCX vs VIEIX Comparison Chart
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SPMCX vs. VIEIX commentary
Nov 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 SPMCX is a Buy and VIEIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 107B vs. SPMCX (13.6M). VIEIX pays higher dividends than SPMCX: VIEIX (1.21) vs SPMCX (0.00). SPMCX was incepted earlier than VIEIX: SPMCX (22 years) vs VIEIX (27 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 : 33.94 vs. SPMCX (31.31). VIEIX return over 5 years is better than : 60.99 vs. SPMCX (13.47).
| SPMCX | VIEIX | SPMCX / VIEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 20.778 | 17.693 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.6M | 107B | 0% |
| Annual Yield % from dividends | 0.00 | 1.21 | - |
| Returns for 1 year | 31.31 | 33.94 | 92% |
| Returns for 3 years | -6.31 | -2.32 | 273% |
| Returns for 5 years | 13.47 | 60.99 | 22% |
| Returns for 10 years | -23.36 | 131.69 | -18% |
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