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SPMAX vs VEXMX
SPMAX vs VEXMX Comparison
Open Charts SPMAX vs VEXMX
Saratoga Mid Capitalization A
Price$12.29
Change+$0.14 (+1.15%)
VolumeN/A
Net Assets10.44M
Vanguard Extended Market Index Investor
Price$161.55
Change+$1.86 (+1.16%)
VolumeN/A
Net Assets83.66B
SPMAX vs VEXMX Comparison Chart in %
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SPMAX vs. VEXMX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 83.7B vs. SPMAX (10.4M). VEXMX pays higher dividends than SPMAX: VEXMX (0.97) 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 : 16.70 vs. SPMAX (-5.81). VEXMX return over 5 years is better than : 53.22 vs. SPMAX (14.19).
| 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 | 8.096 | 10.951 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4M | 83.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.97 | - |
| Returns for 1 year | -5.81 | 16.70 | -35% |
| Returns for 3 years | 29.53 | 62.78 | 47% |
| Returns for 5 years | 14.19 | 53.22 | 27% |
| Returns for 10 years | -4.34 | 152.68 | -3% |
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