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SPMCX vs VEMPX
SPMCX vs VEMPX Comparison
Open Charts SPMCX vs VEMPX
Saratoga Mid Capitalization C
Price$7.50
Change+$0.08 (+1.08%)
VolumeN/A
Net Assets10.51M
Vanguard Extended Market Index InstlPlus
Price$353.27
Change+$4.42 (+1.27%)
VolumeN/A
Net Assets107.69B
SPMCX vs VEMPX Comparison Chart
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SPMCX vs. VEMPX commentary
Jun 07, 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 SPMCX is a Buy and VEMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 108B vs. SPMCX (10.5M). VEMPX pays higher dividends than SPMCX: VEMPX (1.23) vs SPMCX (0.00). SPMCX was incepted earlier than VEMPX: SPMCX (23 years) vs VEMPX (14 years). SPMCX (2.63) is less costly to investors than VEMPX (0.04). SPMCX is a more actively managed with annual turnover of: 129.00 vs. VEMPX (11.00). SPMCX has a lower initial minimum investment than VEMPX: SPMCX (250) vs VEMPX (100000000). VEMPX annual gain was more profitable for investors over the last year : 10.86 vs. SPMCX (-13.82). VEMPX return over 5 years is better than : 54.61 vs. SPMCX (-11.56).
| SPMCX | VEMPX | SPMCX / VEMPX | |
| Total Expense Ratio | 2.63 | 0.04 | 6,575% |
| Annual Report Gross Expense Ratio | 2.63 | 0.04 | 6,575% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -2.497 | -1.800 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5M | 108B | 0% |
| Annual Yield % from dividends | 0.00 | 1.23 | - |
| Returns for 1 year | -13.82 | 10.86 | -127% |
| Returns for 3 years | -8.51 | 26.40 | -32% |
| Returns for 5 years | -11.56 | 54.61 | -21% |
| Returns for 10 years | -38.27 | 109.72 | -35% |
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