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SPMAX vs VIEIX
SPMAX vs VIEIX Comparison
Open Charts SPMAX vs VIEIX
Saratoga Mid Capitalization A
Price$11.74
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets10.75M
Vanguard Extended Market Index Instl
Price$150.58
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets112.9B
SPMAX vs VIEIX Comparison Chart in %
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SPMAX vs. VIEIX commentary
Jul 19, 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 Buy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 113B vs. SPMAX (10.8M). VIEIX pays higher dividends than SPMAX: VIEIX (1.15) 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 : 11.49 vs. SPMAX (-4.39). VIEIX return over 5 years is better than : 63.19 vs. SPMAX (20.76).
| 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 | 4.537 | 4.668 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8M | 113B | 0% |
| Annual Yield % from dividends | 0.00 | 1.15 | - |
| Returns for 1 year | -4.39 | 11.49 | -38% |
| Returns for 3 years | 22.14 | 49.63 | 45% |
| Returns for 5 years | 20.76 | 63.19 | 33% |
| Returns for 10 years | -13.73 | 122.50 | -11% |
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