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SPMCX vs VIEIX
SPMCX vs VIEIX Comparison
Open Charts SPMCX vs VIEIX
Saratoga Mid Capitalization C
Price$7.62
Change-$0.34 (-4.27%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl
Price$144.88
Change-$6.67 (-4.40%)
VolumeN/A
CapitalizationN/A
SPMCX vs VIEIX Comparison Chart
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SPMCX vs. VIEIX commentary
Dec 19, 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 Hold and VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 120B vs. SPMCX (13.4M). 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 : 16.75 vs. SPMCX (-7.19). VIEIX return over 5 years is better than : 53.21 vs. SPMCX (-15.99).
| 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 | -7.412 | 16.455 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4M | 120B | 0% |
| Annual Yield % from dividends | 0.00 | 1.21 | - |
| Returns for 1 year | -7.19 | 16.75 | -43% |
| Returns for 3 years | -7.86 | 7.86 | -100% |
| Returns for 5 years | -15.99 | 53.21 | -30% |
| Returns for 10 years | -31.47 | 126.68 | -25% |