SPMAX
Price
$10.34
Change
-$0.50 (-4.61%)
Updated
Apr 3 closing price
Net Assets
11.05M
VIEIX
Price
$124.40
Change
-$9.34 (-6.98%)
Updated
Apr 3 closing price
Net Assets
110.09B
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SPMAX vs VIEIX

Header iconSPMAX vs VIEIX Comparison
Open Charts SPMAX vs VIEIXBanner chart's image
Saratoga Mid Capitalization A
Price$10.34
Change-$0.50 (-4.61%)
VolumeN/A
Net Assets11.05M
Vanguard Extended Market Index Instl
Price$124.40
Change-$9.34 (-6.98%)
VolumeN/A
Net Assets110.09B
SPMAX vs VIEIX Comparison Chart
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SPMAX vs. VIEIX 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 VIEIX is a Hold.

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FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 110B vs. SPMAX (11M). VIEIX pays higher dividends than SPMAX: VIEIX (1.30) 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 : 2.78 vs. SPMAX (-12.65). VIEIX return over 5 years is better than : 114.58 vs. SPMAX (44.34).
SPMAXVIEIXSPMAX / VIEIX
Total Expense Ratio2.030.054,060%
Annual Report Gross Expense Ratio2.030.054,060%
Fund Existence23 years28 years-
Gain YTD-3.559-7.09150%
Front Load6%N/A-
Min. Initial Investment250050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets11M110B0%
Annual Yield % from dividends0.001.30-
Returns for 1 year-12.652.78-456%
Returns for 3 years-1.635.57-29%
Returns for 5 years44.34114.5839%
Returns for 10 years-20.1296.69-21%
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