SPMCX
Price
$8.51
Change
-$0.00 (-0.00%)
Updated
Apr 18, 6:59 PM EST
VIEIX
Price
$122.81
Change
-$0.00 (-0.00%)
Updated
Apr 18, 6:59 PM EST
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SPMCX vs VIEIX ᐉ Comparison: Which is Better to Invest?

Header iconSPMCX vs VIEIX Comparison
Open Charts SPMCX vs VIEIXBanner chart's image
Saratoga Mid Capitalization C
Price$8.51
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl
Price$122.81
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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SPMCX vs VIEIX Comparison Chart

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VS
SPMCX vs. VIEIX commentary
Apr 20, 2024

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 StrongSell and VIEIX is a StrongSell.

FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 104B vs. SPMCX (11.7M). VIEIX pays higher dividends than SPMCX: VIEIX (1.21) vs SPMCX (0.00). SPMCX was incepted earlier than VIEIX: SPMCX (22 years) vs VIEIX (27 years). SPMCX is a more actively managed with annual turnover of: 68.00 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 : 16.45 vs. SPMCX (14.38). VIEIX return over 5 years is better than : 39.78 vs. SPMCX (4.29).
SPMCXVIEIXSPMCX / VIEIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence22 years27 years-
Gain YTD3.402-1.415-240%
Front LoadN/AN/A-
Min. Initial Investment25050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets11.7M104B0%
Annual Yield % from dividends0.001.21-
Returns for 1 year14.3816.4587%
Returns for 3 years-15.07-10.20148%
Returns for 5 years4.2939.7811%
Returns for 10 years18.87103.9218%
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