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SPMAX vs VEMPX
SPMAX vs VEMPX Comparison
Open Charts SPMAX vs VEMPX
Saratoga Mid Capitalization A
Price$11.25
Change-$0.51 (-4.34%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index InstlPlus
Price$357.55
Change-$16.46 (-4.40%)
VolumeN/A
CapitalizationN/A
SPMAX vs VEMPX Comparison Chart
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SPMAX vs. VEMPX commentary
Dec 19, 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 SPMAX is a Hold and VEMPX is a Hold.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 120B vs. SPMAX (13.4M). VEMPX pays higher dividends than SPMAX: VEMPX (1.22) vs SPMAX (0.00). SPMAX was incepted earlier than VEMPX: SPMAX (22 years) vs VEMPX (14 years). SPMAX is a more actively managed with annual turnover of: 68.00 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 : 23.67 vs. SPMAX (5.57). VEMPX return over 5 years is better than : 61.03 vs. SPMAX (5.85).
| SPMAX | VEMPX | SPMAX / VEMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 4.348 | 21.830 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4M | 120B | 0% |
| Annual Yield % from dividends | 0.00 | 1.22 | - |
| Returns for 1 year | 5.57 | 23.67 | 24% |
| Returns for 3 years | 6.43 | 12.82 | 50% |
| Returns for 5 years | 5.85 | 61.03 | 10% |
| Returns for 10 years | -6.23 | 137.24 | -5% |
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