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SPMAX vs VIEIX
SPMAX vs VIEIX Comparison
Open Charts SPMAX vs VIEIX
Saratoga Mid Capitalization A
Price$12.01
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets10.78M
Vanguard Extended Market Index Instl
Price$149.47
Change-$0.11 (-0.07%)
VolumeN/A
Net Assets78.9B
SPMAX vs VIEIX Comparison Chart in %
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SPMAX vs. VIEIX commentary
Aug 08, 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.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 78.9B vs. SPMAX (10.8M). 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 : 20.59 vs. SPMAX (4.97). VIEIX return over 5 years is better than : 54.63 vs. SPMAX (17.71).
| 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 | 7.028 | 3.980 | 177% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8M | 78.9B | 0% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | 4.97 | 20.59 | 24% |
| Returns for 3 years | 16.12 | 33.31 | 48% |
| Returns for 5 years | 17.71 | 54.63 | 32% |
| Returns for 10 years | -11.41 | 124.19 | -9% |
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