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SPMCX vs VIEIX
SPMCX vs VIEIX Comparison
Open Charts SPMCX vs VIEIX
Saratoga Mid Capitalization C
Price$7.50
Change+$0.08 (+1.08%)
VolumeN/A
Net Assets10.51M
Vanguard Extended Market Index Instl
Price$143.15
Change+$1.79 (+1.27%)
VolumeN/A
Net Assets107.69B
SPMCX vs VIEIX Comparison Chart
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SPMCX vs. VIEIX commentary
Jun 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 Buy and VIEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 108B vs. SPMCX (10.5M). VIEIX pays higher dividends than SPMCX: VIEIX (1.22) 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 : 10.86 vs. SPMCX (-13.82). VIEIX return over 5 years is better than : 54.60 vs. SPMCX (-11.56).
| 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 | -2.497 | -1.798 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5M | 108B | 0% |
| Annual Yield % from dividends | 0.00 | 1.22 | - |
| Returns for 1 year | -13.82 | 10.86 | -127% |
| Returns for 3 years | -8.51 | 26.40 | -32% |
| Returns for 5 years | -11.56 | 54.60 | -21% |
| Returns for 10 years | -38.27 | 109.65 | -35% |
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