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SPMCX vs VIEIX
SPMCX vs VIEIX Comparison
Open Charts SPMCX vs VIEIX
Saratoga Mid Capitalization C
Price$8.37
Change+$0.03 (+0.36%)
VolumeN/A
Net Assets10.83M
Vanguard Extended Market Index Instl
Price$157.59
Change+$0.83 (+0.53%)
VolumeN/A
Net Assets81.53B
SPMCX vs VIEIX Comparison Chart in %
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SPMCX vs. VIEIX commentary
Sep 07, 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 : 20.37 vs. SPMCX (-4.56). VIEIX return over 5 years is better than : 62.61 vs. SPMCX (0.72).
| 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 | 9.987 | 9.548 | 105% |
| 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 | -4.56 | 20.37 | -22% |
| Returns for 3 years | 12.05 | 52.00 | 23% |
| Returns for 5 years | 0.72 | 62.61 | 1% |
| Returns for 10 years | -26.64 | 148.94 | -18% |
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