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SPMCX vs VIMSX
SPMCX vs VIMSX Comparison
Open Charts SPMCX vs VIMSX
Saratoga Mid Capitalization C
Price$9.94
Change-$0.10 (-1.00%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$74.37
Change-$0.41 (-0.55%)
VolumeN/A
CapitalizationN/A
SPMCX vs VIMSX Comparison Chart
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SPMCX vs. VIMSX 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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. SPMCX (13.6M). VIMSX pays higher dividends than SPMCX: VIMSX (1.38) vs SPMCX (0.00). SPMCX was incepted earlier than VIMSX: SPMCX (22 years) vs VIMSX (27 years). SPMCX is a more actively managed with annual turnover of: 68.00 vs. VIMSX (13.00). SPMCX has a lower initial minimum investment than VIMSX: SPMCX (250) vs VIMSX (3000). SPMCX annual gain was more profitable for investors over the last year : 31.31 vs. VIMSX (28.28). VIMSX return over 5 years is better than : 58.93 vs. SPMCX (13.47).
| SPMCX | VIMSX | SPMCX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 20.778 | 17.322 | 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 | 1.38 | - |
| Returns for 1 year | 31.31 | 28.28 | 111% |
| Returns for 3 years | -6.31 | 5.01 | -126% |
| Returns for 5 years | 13.47 | 58.93 | 23% |
| Returns for 10 years | -23.36 | 127.69 | -18% |
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