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SPMAX vs VIEIX
SPMAX vs VIEIX Comparison
Open Charts SPMAX vs VIEIX
Saratoga Mid Capitalization A
Price$11.25
Change-$0.51 (-4.34%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl
Price$144.88
Change-$6.67 (-4.40%)
VolumeN/A
CapitalizationN/A
SPMAX vs VIEIX Comparison Chart
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SPMAX vs. VIEIX 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 VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 120B vs. SPMAX (13.4M). VIEIX pays higher dividends than SPMAX: VIEIX (1.21) vs SPMAX (0.00). SPMAX was incepted earlier than VIEIX: SPMAX (22 years) vs VIEIX (27 years). SPMAX is a more actively managed with annual turnover of: 68.00 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 : 23.66 vs. SPMAX (5.57). VIEIX return over 5 years is better than : 61.02 vs. SPMAX (5.85).
| SPMAX | VIEIX | SPMAX / VIEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 4.348 | 21.817 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4M | 120B | 0% |
| Annual Yield % from dividends | 0.00 | 1.21 | - |
| Returns for 1 year | 5.57 | 23.66 | 24% |
| Returns for 3 years | 6.43 | 12.82 | 50% |
| Returns for 5 years | 5.85 | 61.02 | 10% |
| Returns for 10 years | -6.23 | 137.12 | -5% |
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