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SPMAX vs VEXMX
SPMAX vs VEXMX Comparison
Open Charts SPMAX vs VEXMX
Saratoga Mid Capitalization A
Price$12.01
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets10.78M
Vanguard Extended Market Index Investor
Price$149.59
Change-$0.11 (-0.07%)
VolumeN/A
Net Assets78.9B
SPMAX vs VEXMX Comparison Chart in %
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SPMAX vs. VEXMX commentary
Aug 08, 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 VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 78.9B vs. SPMAX (10.8M). VEXMX pays higher dividends than SPMAX: VEXMX (0.99) vs SPMAX (0.00). SPMAX was incepted earlier than VEXMX: SPMAX (23 years) vs VEXMX (38 years). SPMAX (2.03) is less costly to investors than VEXMX (0.19). SPMAX is a more actively managed with annual turnover of: 129.00 vs. VEXMX (11.00). SPMAX has a lower initial minimum investment than VEXMX: SPMAX (2500) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 20.56 vs. SPMAX (4.97). VEXMX return over 5 years is better than : 54.40 vs. SPMAX (17.71).
| SPMAX | VEXMX | SPMAX / VEXMX | |
| Total Expense Ratio | 2.03 | 0.19 | 1,068% |
| Annual Report Gross Expense Ratio | 2.03 | 0.19 | 1,068% |
| Fund Existence | 23 years | 38 years | - |
| Gain YTD | 7.028 | 3.951 | 178% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8M | 78.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.99 | - |
| Returns for 1 year | 4.97 | 20.56 | 24% |
| Returns for 3 years | 16.12 | 33.20 | 49% |
| Returns for 5 years | 17.71 | 54.40 | 33% |
| Returns for 10 years | -11.41 | 123.53 | -9% |
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