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SPMAX vs VSEMX
SPMAX vs VSEMX Comparison
Open Charts SPMAX vs VSEMX
Saratoga Mid Capitalization A
Price$13.32
Change-$0.01 (-0.08%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl Sel
Price$228.54
Change-$0.10 (-0.04%)
VolumeN/A
CapitalizationN/A
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SPMAX vs VSEMX Comparison Chart
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SPMAX vs. VSEMX commentary
Oct 18, 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 VSEMX is a Buy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 107B vs. SPMAX (13.4M). VSEMX pays higher dividends than SPMAX: VSEMX (1.23) vs SPMAX (0.00). SPMAX was incepted earlier than VSEMX: SPMAX (22 years) vs VSEMX (8 years). SPMAX is a more actively managed with annual turnover of: 68.00 vs. VSEMX (11.00). SPMAX has a lower initial minimum investment than VSEMX: SPMAX (2500) vs VSEMX (3000000000). SPMAX (31.72) and VSEMX (31.29) have marching annual gain over last year. VSEMX return over 5 years is better than : 63.49 vs. SPMAX (28.19).
| SPMAX | VSEMX | SPMAX / VSEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 8 years | - |
| Gain YTD | 18.279 | 14.362 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4M | 107B | 0% |
| Annual Yield % from dividends | 0.00 | 1.23 | - |
| Returns for 1 year | 31.72 | 31.29 | 101% |
| Returns for 3 years | 2.15 | -0.32 | -661% |
| Returns for 5 years | 28.19 | 63.49 | 44% |
| Returns for 10 years | 0.98 | N/A | - |
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