SPMAX
Price
$12.30
Change
+$0.04 (+0.33%)
Updated
Aug 28 closing price
Net Assets
10.71M
VEXMX
Price
$157.29
Change
+$1.00 (+0.64%)
Updated
Aug 28 closing price
Net Assets
78.9B
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SPMAX vs VEXMX

Header iconSPMAX vs VEXMX Comparison
Open Charts SPMAX vs VEXMXBanner chart's image
Saratoga Mid Capitalization A
Price$12.30
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets10.71M
Vanguard Extended Market Index Investor
Price$157.29
Change+$1.00 (+0.64%)
VolumeN/A
Net Assets78.9B
SPMAX vs VEXMX Comparison Chart in %
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SPMAX vs. VEXMX 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 VEXMX is a Hold.

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FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 78.9B vs. SPMAX (10.7M). 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 : 16.46 vs. SPMAX (-0.97). VEXMX return over 5 years is better than : 55.88 vs. SPMAX (17.66).
SPMAXVEXMXSPMAX / VEXMX
Total Expense Ratio2.030.191,068%
Annual Report Gross Expense Ratio2.030.191,068%
Fund Existence23 years38 years-
Gain YTD9.0758.527106%
Front Load6%N/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets10.7M78.9B0%
Annual Yield % from dividends0.000.99-
Returns for 1 year-0.9716.46-6%
Returns for 3 years19.3843.8944%
Returns for 5 years17.6655.8832%
Returns for 10 years-5.04146.76-3%
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