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SPMAX vs VMCIX
SPMAX vs VMCIX Comparison
Open Charts SPMAX vs VMCIX
Saratoga Mid Capitalization A
Price$11.88
Change-$0.18 (-1.49%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$68.11
Change-$0.82 (-1.19%)
VolumeN/A
CapitalizationN/A
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SPMAX vs VMCIX Comparison Chart
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SPMAX vs. VMCIX commentary
Sep 08, 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 StrongBuy and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 172B vs. SPMAX (12M). VMCIX pays higher dividends than SPMAX: VMCIX (1.50) vs SPMAX (0.00). SPMAX was incepted earlier than VMCIX: SPMAX (22 years) vs VMCIX (26 years). SPMAX is a more actively managed with annual turnover of: 68.00 vs. VMCIX (13.00). SPMAX has a lower initial minimum investment than VMCIX: SPMAX (2500) vs VMCIX (5000000). SPMAX annual gain was more profitable for investors over the last year : 18.12 vs. VMCIX (15.94). VMCIX return over 5 years is better than : 51.91 vs. SPMAX (14.87).
| SPMAX | VMCIX | SPMAX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 7.010 | 8.487 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12M | 172B | 0% |
| Annual Yield % from dividends | 0.00 | 1.50 | - |
| Returns for 1 year | 18.12 | 15.94 | 114% |
| Returns for 3 years | -8.43 | 1.69 | -499% |
| Returns for 5 years | 14.87 | 51.91 | 29% |
| Returns for 10 years | -16.99 | 114.32 | -15% |
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