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SPMCX vs VIMAX
SPMCX vs VIMAX Comparison
Open Charts SPMCX vs VIMAX
Saratoga Mid Capitalization C
Price$9.94
Change-$0.10 (-1.00%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Admiral
Price$337.33
Change-$1.88 (-0.55%)
VolumeN/A
CapitalizationN/A
SPMCX vs VIMAX Comparison Chart
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SPMCX vs. VIMAX commentary
Nov 18, 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 Buy and VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 175B vs. SPMCX (13.6M). VIMAX pays higher dividends than SPMCX: VIMAX (1.49) vs SPMCX (0.00). SPMCX was incepted earlier than VIMAX: SPMCX (22 years) vs VIMAX (23 years). SPMCX is a more actively managed with annual turnover of: 68.00 vs. VIMAX (13.00). SPMCX has a lower initial minimum investment than VIMAX: SPMCX (250) vs VIMAX (3000). SPMCX annual gain was more profitable for investors over the last year : 31.31 vs. VIMAX (28.29). VIMAX return over 5 years is better than : 59.04 vs. SPMCX (13.47).
| SPMCX | VIMAX | SPMCX / VIMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 20.778 | 17.342 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.6M | 175B | 0% |
| Annual Yield % from dividends | 0.00 | 1.49 | - |
| Returns for 1 year | 31.31 | 28.29 | 111% |
| Returns for 3 years | -6.31 | 5.04 | -125% |
| Returns for 5 years | 13.47 | 59.04 | 23% |
| Returns for 10 years | -23.36 | 128.01 | -18% |