SPMAX
Price
$11.42
Change
+$0.16 (+1.42%)
Updated
Jun 26 closing price
Net Assets
10.64M
VEXMX
Price
$145.36
Change
+$1.62 (+1.13%)
Updated
Jun 26 closing price
Net Assets
107.69B
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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$11.42
Change+$0.16 (+1.42%)
VolumeN/A
Net Assets10.64M
Vanguard Extended Market Index Investor
Price$145.36
Change+$1.62 (+1.13%)
VolumeN/A
Net Assets107.69B
SPMAX vs VEXMX Comparison Chart in %
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SPMAX vs. VEXMX commentary
Jun 27, 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.

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FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 108B vs. SPMAX (10.6M). VEXMX pays higher dividends than SPMAX: VEXMX (1.08) 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 : 13.40 vs. SPMAX (-4.90). VEXMX return over 5 years is better than : 68.01 vs. SPMAX (22.66).
SPMAXVEXMXSPMAX / VEXMX
Total Expense Ratio2.030.191,068%
Annual Report Gross Expense Ratio2.030.191,068%
Fund Existence23 years38 years-
Gain YTD0.178-0.244-73%
Front Load6%N/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets10.6M108B0%
Annual Yield % from dividends0.001.08-
Returns for 1 year-4.9013.40-37%
Returns for 3 years13.2839.3234%
Returns for 5 years22.6668.0133%
Returns for 10 years-16.65114.20-15%
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