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SPMAX vs VEXAX
SPMAX vs VEXAX Comparison
Open Charts SPMAX vs VEXAX
Saratoga Mid Capitalization A
Price$12.30
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets10.71M
Vanguard Extended Market Index Admiral
Price$157.19
Change+$1.00 (+0.64%)
VolumeN/A
Net Assets78.9B
SPMAX vs VEXAX Comparison Chart in %
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SPMAX vs. VEXAX commentary
Aug 29, 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 VEXAX is a Hold.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 78.9B vs. SPMAX (10.7M). VEXAX pays higher dividends than SPMAX: VEXAX (1.12) vs SPMAX (0.00). SPMAX was incepted earlier than VEXAX: SPMAX (23 years) vs VEXAX (25 years). SPMAX (2.03) is less costly to investors than VEXAX (0.05). SPMAX is a more actively managed with annual turnover of: 129.00 vs. VEXAX (11.00). SPMAX has a lower initial minimum investment than VEXAX: SPMAX (2500) vs VEXAX (3000). VEXAX annual gain was more profitable for investors over the last year : 16.50 vs. SPMAX (-0.97). VEXAX return over 5 years is better than : 56.10 vs. SPMAX (17.66).
| SPMAX | VEXAX | SPMAX / VEXAX | |
| Total Expense Ratio | 2.03 | 0.05 | 4,060% |
| Annual Report Gross Expense Ratio | 2.03 | 0.05 | 4,060% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 9.075 | 8.567 | 106% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7M | 78.9B | 0% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | -0.97 | 16.50 | -6% |
| Returns for 3 years | 19.38 | 44.00 | 44% |
| Returns for 5 years | 17.66 | 56.10 | 31% |
| Returns for 10 years | -5.04 | 147.42 | -3% |
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