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SPMAX vs VEMPX
SPMAX vs VEMPX Comparison
Open Charts SPMAX vs VEMPX
Saratoga Mid Capitalization A
Price$11.42
Change+$0.16 (+1.42%)
VolumeN/A
Net Assets10.64M
Vanguard Extended Market Index InstlPlus
Price$358.38
Change+$3.87 (+1.09%)
VolumeN/A
Net Assets107.69B
SPMAX vs VEMPX Comparison Chart in %
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SPMAX vs. VEMPX commentary
Jun 27, 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 (10.6M). 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 : 13.44 vs. SPMAX (-4.90). VEMPX return over 5 years is better than : 68.33 vs. SPMAX (22.66).
| 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 | 0.178 | -0.207 | -86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6M | 108B | 0% |
| Annual Yield % from dividends | 0.00 | 1.23 | - |
| Returns for 1 year | -4.90 | 13.44 | -36% |
| Returns for 3 years | 13.28 | 39.49 | 34% |
| Returns for 5 years | 22.66 | 68.33 | 33% |
| Returns for 10 years | -16.65 | 114.99 | -14% |
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