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SPMCX vs VMCPX
SPMCX vs VMCPX Comparison
Open Charts SPMCX vs VMCPX
Saratoga Mid Capitalization C
Price$8.64
Change-$0.13 (-1.48%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$335.92
Change-$4.05 (-1.19%)
VolumeN/A
CapitalizationN/A
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SPMCX vs VMCPX Comparison Chart
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SPMCX vs. VMCPX commentary
Sep 08, 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 StrongBuy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 172B vs. SPMCX (12M). VMCPX pays higher dividends than SPMCX: VMCPX (1.51) vs SPMCX (0.00). SPMCX was incepted earlier than VMCPX: SPMCX (22 years) vs VMCPX (14 years). SPMCX is a more actively managed with annual turnover of: 68.00 vs. VMCPX (13.00). SPMCX has a lower initial minimum investment than VMCPX: SPMCX (250) vs VMCPX (100000000). SPMCX annual gain was more profitable for investors over the last year : 16.78 vs. VMCPX (15.94). VMCPX return over 5 years is better than : 51.94 vs. SPMCX (2.69).
| SPMCX | VMCPX | SPMCX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 6.561 | 8.502 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12M | 172B | 0% |
| Annual Yield % from dividends | 0.00 | 1.51 | - |
| Returns for 1 year | 16.78 | 15.94 | 105% |
| Returns for 3 years | -15.18 | 1.70 | -893% |
| Returns for 5 years | 2.69 | 51.94 | 5% |
| Returns for 10 years | -33.10 | 114.41 | -29% |