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SPMCX vs VIEIX
SPMCX vs VIEIX Comparison
Open Charts SPMCX vs VIEIX
Saratoga Mid Capitalization C
Price$8.34
Change-$0.04 (-0.48%)
VolumeN/A
Net Assets10.82M
Vanguard Extended Market Index Instl
Price$158.72
Change-$0.13 (-0.08%)
VolumeN/A
Net Assets81.53B
SPMCX vs VIEIX Comparison Chart in %
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SPMCX vs. VIEIX commentary
Sep 17, 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 Buy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 81.5B vs. SPMCX (10.8M). VIEIX pays higher dividends than SPMCX: VIEIX (1.08) vs SPMCX (0.00). SPMCX was incepted earlier than VIEIX: SPMCX (23 years) vs VIEIX (28 years). SPMCX (2.63) is less costly to investors than VIEIX (0.05). SPMCX is a more actively managed with annual turnover of: 129.00 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 : 17.76 vs. SPMCX (-8.11). VIEIX return over 5 years is better than : 63.73 vs. SPMCX (0.36).
| SPMCX | VIEIX | SPMCX / VIEIX | |
| Total Expense Ratio | 2.63 | 0.05 | 5,260% |
| Annual Report Gross Expense Ratio | 2.63 | 0.05 | 5,260% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 10.118 | 10.424 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8M | 81.5B | 0% |
| Annual Yield % from dividends | 0.00 | 1.08 | - |
| Returns for 1 year | -8.11 | 17.76 | -46% |
| Returns for 3 years | 12.33 | 52.34 | 24% |
| Returns for 5 years | 0.36 | 63.73 | 1% |
| Returns for 10 years | -25.58 | 150.93 | -17% |
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