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SPMAX vs VIEIX
SPMAX vs VIEIX Comparison
Open Charts SPMAX vs VIEIX
Saratoga Mid Capitalization A
Price$10.23
Change-$0.04 (-0.39%)
VolumeN/A
Net Assets10.05M
Vanguard Extended Market Index Instl
Price$128.99
Change+$0.24 (+0.19%)
VolumeN/A
Net Assets101.44B
SPMAX vs VIEIX Comparison Chart
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SPMAX vs. VIEIX commentary
Apr 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 101B vs. SPMAX (10.1M). 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 : 3.22 vs. SPMAX (-14.68). VIEIX return over 5 years is better than : 74.17 vs. SPMAX (18.95).
| SPMAX | VIEIX | SPMAX / VIEIX | |
| Total Expense Ratio | 2.03 | 0.05 | 4,060% |
| Annual Report Gross Expense Ratio | 2.03 | 0.05 | 4,060% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -8.986 | -10.391 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1M | 101B | 0% |
| Annual Yield % from dividends | 0.00 | 1.30 | - |
| Returns for 1 year | -14.68 | 3.22 | -456% |
| Returns for 3 years | -1.92 | 14.23 | -13% |
| Returns for 5 years | 18.95 | 74.17 | 26% |
| Returns for 10 years | -24.50 | 90.00 | -27% |
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