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SPMAX vs VEXMX
SPMAX vs VEXMX Comparison
Open Charts SPMAX vs VEXMX
Saratoga Mid Capitalization A
Price$11.25
Change-$0.51 (-4.34%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$144.97
Change-$6.68 (-4.40%)
VolumeN/A
CapitalizationN/A
SPMAX vs VEXMX Comparison Chart
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SPMAX vs. VEXMX commentary
Dec 19, 2024
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: 120B vs. SPMAX (13.4M). VEXMX pays higher dividends than SPMAX: VEXMX (1.09) vs SPMAX (0.00). SPMAX was incepted earlier than VEXMX: SPMAX (22 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 : 23.62 vs. SPMAX (5.57). VEXMX return over 5 years is better than : 60.79 vs. SPMAX (5.85).
| SPMAX | VEXMX | SPMAX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 37 years | - |
| Gain YTD | 4.348 | 21.765 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4M | 120B | 0% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | 5.57 | 23.62 | 24% |
| Returns for 3 years | 6.43 | 12.75 | 50% |
| Returns for 5 years | 5.85 | 60.79 | 10% |
| Returns for 10 years | -6.23 | 136.24 | -5% |
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