SPMAX
Price
$12.30
Change
+$0.04 (+0.33%)
Updated
Aug 28 closing price
Net Assets
10.71M
VIEIX
Price
$157.18
Change
+$1.00 (+0.64%)
Updated
Aug 28 closing price
Net Assets
78.9B
Interact to see
Advertisement

SPMAX vs VIEIX

Header iconSPMAX vs VIEIX Comparison
Open Charts SPMAX vs VIEIXBanner chart's image
Saratoga Mid Capitalization A
Price$12.30
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets10.71M
Vanguard Extended Market Index Instl
Price$157.18
Change+$1.00 (+0.64%)
VolumeN/A
Net Assets78.9B
SPMAX vs VIEIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
SPMAX vs. VIEIX commentary
Aug 29, 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 VIEIX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 78.9B vs. SPMAX (10.7M). VIEIX pays higher dividends than SPMAX: VIEIX (1.12) vs SPMAX (0.00). SPMAX was incepted earlier than VIEIX: SPMAX (23 years) vs VIEIX (28 years). SPMAX (2.03) is less costly to investors than VIEIX (0.05). SPMAX is a more actively managed with annual turnover of: 129.00 vs. VIEIX (11.00). SPMAX has a lower initial minimum investment than VIEIX: SPMAX (2500) vs VIEIX (5000000). VIEIX annual gain was more profitable for investors over the last year : 16.50 vs. SPMAX (-0.97). VIEIX return over 5 years is better than : 56.11 vs. SPMAX (17.66).
SPMAXVIEIXSPMAX / VIEIX
Total Expense Ratio2.030.054,060%
Annual Report Gross Expense Ratio2.030.054,060%
Fund Existence23 years28 years-
Gain YTD9.0758.568106%
Front Load6%N/A-
Min. Initial Investment250050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets10.7M78.9B0%
Annual Yield % from dividends0.001.12-
Returns for 1 year-0.9716.50-6%
Returns for 3 years19.3844.0144%
Returns for 5 years17.6656.1131%
Returns for 10 years-5.04147.46-3%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
HOUR1.520.03
+2.18%
Hour Loop
CAVA68.210.47
+0.69%
CAVA Group
LAND9.200.06
+0.66%
Gladstone Land Corp
TRS38.770.10
+0.26%
TriMas Corp
LPAAU10.55N/A
N/A
Launch One Acquisition Corp