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SPMAX vs VEMPX
SPMAX vs VEMPX Comparison
Open Charts SPMAX vs VEMPX
Saratoga Mid Capitalization A
Price$10.98
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets10.51M
Vanguard Extended Market Index InstlPlus
Price$348.85
Change-$0.03 (-0.01%)
VolumeN/A
Net Assets107.69B
SPMAX vs VEMPX Comparison Chart
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SPMAX vs. VEMPX commentary
Jun 07, 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 SPMAX is a Buy and VEMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 108B vs. SPMAX (10.5M). VEMPX pays higher dividends than SPMAX: VEMPX (1.23) vs SPMAX (0.00). SPMAX was incepted earlier than VEMPX: SPMAX (23 years) vs VEMPX (14 years). SPMAX (2.03) is less costly to investors than VEMPX (0.04). SPMAX is a more actively managed with annual turnover of: 129.00 vs. VEMPX (11.00). SPMAX has a lower initial minimum investment than VEMPX: SPMAX (2500) vs VEMPX (100000000). VEMPX annual gain was more profitable for investors over the last year : 10.40 vs. SPMAX (-7.32). VEMPX return over 5 years is better than : 54.63 vs. SPMAX (6.38).
| SPMAX | VEMPX | SPMAX / VEMPX | |
| Total Expense Ratio | 2.03 | 0.04 | 5,075% |
| Annual Report Gross Expense Ratio | 2.03 | 0.04 | 5,075% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -2.046 | -1.792 | 114% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5M | 108B | 0% |
| Annual Yield % from dividends | 0.00 | 1.23 | - |
| Returns for 1 year | -7.32 | 10.40 | -70% |
| Returns for 3 years | 2.32 | 28.26 | 8% |
| Returns for 5 years | 6.38 | 54.63 | 12% |
| Returns for 10 years | -18.98 | 109.30 | -17% |
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