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SPMAX vs VEXMX
SPMAX vs VEXMX Comparison
Open Charts SPMAX vs VEXMX
Saratoga Mid Capitalization A
Price$10.98
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets10.51M
Vanguard Extended Market Index Investor
Price$141.46
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets107.69B
SPMAX vs VEXMX Comparison Chart
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SPMAX vs. VEXMX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 108B vs. SPMAX (10.5M). VEXMX pays higher dividends than SPMAX: VEXMX (1.08) vs SPMAX (0.00). SPMAX was incepted earlier than VEXMX: SPMAX (23 years) vs VEXMX (37 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 : 10.36 vs. SPMAX (-7.32). VEXMX return over 5 years is better than : 54.38 vs. SPMAX (6.38).
| 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 | 37 years | - |
| Gain YTD | -2.046 | -1.820 | 112% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5M | 108B | 0% |
| Annual Yield % from dividends | 0.00 | 1.08 | - |
| Returns for 1 year | -7.32 | 10.36 | -71% |
| Returns for 3 years | 2.32 | 28.16 | 8% |
| Returns for 5 years | 6.38 | 54.38 | 12% |
| Returns for 10 years | -18.98 | 108.54 | -17% |
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