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SPMAX vs VEXMX
SPMAX vs VEXMX Comparison
Open Charts SPMAX vs VEXMX
Saratoga Mid Capitalization A
Price$11.11
Change-$0.33 (-2.88%)
VolumeN/A
Net Assets11.72M
Vanguard Extended Market Index Investor
Price$144.66
Change-$4.58 (-3.07%)
VolumeN/A
Net Assets116.7B
SPMAX vs VEXMX Comparison Chart
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SPMAX vs. VEXMX commentary
Feb 23, 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 VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 117B vs. SPMAX (11.7M). VEXMX pays higher dividends than SPMAX: VEXMX (1.09) vs SPMAX (0.00). SPMAX was incepted earlier than VEXMX: SPMAX (23 years) vs VEXMX (37 years). SPMAX is a more actively managed with annual turnover of: 68.00 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 : 14.28 vs. SPMAX (-6.64). VEXMX return over 5 years is better than : 47.20 vs. SPMAX (-3.22).
| SPMAX | VEXMX | SPMAX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 37 years | - |
| Gain YTD | -1.157 | 0.319 | -363% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7M | 117B | 0% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | -6.64 | 14.28 | -46% |
| Returns for 3 years | 2.97 | 21.08 | 14% |
| Returns for 5 years | -3.22 | 47.20 | -7% |
| Returns for 10 years | -16.34 | 115.28 | -14% |