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SPMAX vs VIEIX
SPMAX vs VIEIX Comparison
Open Charts SPMAX vs VIEIX
Saratoga Mid Capitalization A
Price$11.42
Change+$0.16 (+1.42%)
VolumeN/A
Net Assets10.64M
Vanguard Extended Market Index Instl
Price$145.22
Change+$1.57 (+1.09%)
VolumeN/A
Net Assets107.69B
SPMAX vs VIEIX Comparison Chart in %
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SPMAX vs. VIEIX 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 VIEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 108B vs. SPMAX (10.6M). VIEIX pays higher dividends than SPMAX: VIEIX (1.22) 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 : 13.43 vs. SPMAX (-4.90). VIEIX return over 5 years is better than : 68.31 vs. SPMAX (22.66).
| 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 | 0.178 | -0.207 | -86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6M | 108B | 0% |
| Annual Yield % from dividends | 0.00 | 1.22 | - |
| Returns for 1 year | -4.90 | 13.43 | -36% |
| Returns for 3 years | 13.28 | 39.48 | 34% |
| Returns for 5 years | 22.66 | 68.31 | 33% |
| Returns for 10 years | -16.65 | 114.88 | -14% |
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