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SPMAX vs VEXMX
SPMAX vs VEXMX Comparison
Open Charts SPMAX vs VEXMX
Saratoga Mid Capitalization A
Price$10.34
Change-$0.50 (-4.61%)
VolumeN/A
Net Assets11.05M
Vanguard Extended Market Index Investor
Price$124.51
Change-$9.36 (-6.99%)
VolumeN/A
Net Assets110.09B
SPMAX vs VEXMX Comparison Chart
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SPMAX vs. VEXMX commentary
Apr 04, 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: 110B vs. SPMAX (11M). VEXMX pays higher dividends than SPMAX: VEXMX (1.15) 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 : 2.75 vs. SPMAX (-12.65). VEXMX return over 5 years is better than : 114.27 vs. SPMAX (44.34).
| 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 | -3.559 | -7.094 | 50% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11M | 110B | 0% |
| Annual Yield % from dividends | 0.00 | 1.15 | - |
| Returns for 1 year | -12.65 | 2.75 | -461% |
| Returns for 3 years | -1.63 | 5.50 | -30% |
| Returns for 5 years | 44.34 | 114.27 | 39% |
| Returns for 10 years | -20.12 | 96.08 | -21% |