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SPMCX vs VIEIX
SPMCX vs VIEIX Comparison
Open Charts SPMCX vs VIEIX
Saratoga Mid Capitalization C
Price$6.99
Change-$0.34 (-4.64%)
VolumeN/A
Net Assets11.05M
Vanguard Extended Market Index Instl
Price$124.40
Change-$9.34 (-6.98%)
VolumeN/A
Net Assets110.09B
SPMCX vs VIEIX Comparison Chart
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SPMCX vs. VIEIX commentary
Apr 04, 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 Hold and VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 110B vs. SPMCX (11M). 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 : 2.78 vs. SPMCX (-19.01). VIEIX return over 5 years is better than : 114.58 vs. SPMCX (20.36).
| 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 | -3.679 | -7.091 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11M | 110B | 0% |
| Annual Yield % from dividends | 0.00 | 1.30 | - |
| Returns for 1 year | -19.01 | 2.78 | -685% |
| Returns for 3 years | -10.94 | 5.57 | -196% |
| Returns for 5 years | 20.36 | 114.58 | 18% |
| Returns for 10 years | -38.97 | 96.69 | -40% |
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