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SPMAX vs VEMPX
SPMAX vs VEMPX Comparison
Open Charts SPMAX vs VEMPX
Saratoga Mid Capitalization A
Price$10.23
Change-$0.04 (-0.39%)
VolumeN/A
Net Assets10.05M
Vanguard Extended Market Index InstlPlus
Price$318.32
Change+$0.59 (+0.19%)
VolumeN/A
Net Assets101.44B
SPMAX vs VEMPX Comparison Chart
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SPMAX vs. VEMPX commentary
Apr 28, 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: 101B vs. SPMAX (10.1M). VEMPX pays higher dividends than SPMAX: VEMPX (1.31) 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 : 3.22 vs. SPMAX (-14.68). VEMPX return over 5 years is better than : 74.18 vs. SPMAX (18.95).
| 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 | -8.986 | -10.394 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1M | 101B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | -14.68 | 3.22 | -455% |
| Returns for 3 years | -1.92 | 14.23 | -13% |
| Returns for 5 years | 18.95 | 74.18 | 26% |
| Returns for 10 years | -24.50 | 90.07 | -27% |
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