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SPMCX vs VIEIX
SPMCX vs VIEIX Comparison
Open Charts SPMCX vs VIEIX
Saratoga Mid Capitalization C
Price$6.83
Change+$0.07 (+1.04%)
VolumeN/A
Net Assets9.82M
Vanguard Extended Market Index Instl
Price$125.59
Change+$2.28 (+1.85%)
VolumeN/A
Net Assets101.44B
SPMCX vs VIEIX Comparison Chart
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SPMCX vs. VIEIX commentary
Apr 25, 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: 101B vs. SPMCX (9.82M). VIEIX pays higher dividends than SPMCX: VIEIX (1.30) 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 : -2.00 vs. SPMCX (-22.39). VIEIX return over 5 years is better than : 66.50 vs. SPMCX (-3.01).
| 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 | -11.170 | -14.337 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.82M | 101B | 0% |
| Annual Yield % from dividends | 0.00 | 1.30 | - |
| Returns for 1 year | -22.39 | -2.00 | 1,118% |
| Returns for 3 years | -15.29 | 6.62 | -231% |
| Returns for 5 years | -3.01 | 66.50 | -5% |
| Returns for 10 years | -43.95 | 80.20 | -55% |
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