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SPMAX vs VEMPX
SPMAX vs VEMPX Comparison
Open Charts SPMAX vs VEMPX
Saratoga Mid Capitalization A
Price$10.34
Change-$0.50 (-4.61%)
VolumeN/A
Net Assets11.05M
Vanguard Extended Market Index InstlPlus
Price$306.98
Change-$23.06 (-6.99%)
VolumeN/A
Net Assets110.09B
SPMAX vs VEMPX Comparison Chart
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SPMAX vs. VEMPX commentary
Apr 04, 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 Hold and VEMPX is a Hold.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 110B vs. SPMAX (11M). 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 : 2.77 vs. SPMAX (-12.65). VEMPX return over 5 years is better than : 114.62 vs. SPMAX (44.34).
| 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 | -3.559 | -7.095 | 50% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11M | 110B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | -12.65 | 2.77 | -456% |
| Returns for 3 years | -1.63 | 5.58 | -29% |
| Returns for 5 years | 44.34 | 114.62 | 39% |
| Returns for 10 years | -20.12 | 96.78 | -21% |
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