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SPMCX vs VEMPX
SPMCX vs VEMPX Comparison
Open Charts SPMCX vs VEMPX
Saratoga Mid Capitalization C
Price$7.52
Change-$0.22 (-2.84%)
VolumeN/A
Net Assets11.72M
Vanguard Extended Market Index InstlPlus
Price$356.76
Change-$11.27 (-3.06%)
VolumeN/A
Net Assets116.7B
SPMCX vs VEMPX Comparison Chart
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SPMCX vs. VEMPX commentary
Feb 23, 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 Hold and VEMPX is a Hold.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 117B vs. SPMCX (11.7M). VEMPX pays higher dividends than SPMCX: VEMPX (1.22) vs SPMCX (0.00). SPMCX was incepted earlier than VEMPX: SPMCX (23 years) vs VEMPX (14 years). SPMCX is a more actively managed with annual turnover of: 68.00 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 : 14.32 vs. SPMCX (-13.36). VEMPX return over 5 years is better than : 47.45 vs. SPMCX (-19.31).
| SPMCX | VEMPX | SPMCX / VEMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -1.183 | 0.340 | -348% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7M | 117B | 0% |
| Annual Yield % from dividends | 0.00 | 1.22 | - |
| Returns for 1 year | -13.36 | 14.32 | -93% |
| Returns for 3 years | -6.70 | 21.18 | -32% |
| Returns for 5 years | -19.31 | 47.45 | -41% |
| Returns for 10 years | -36.05 | 116.12 | -31% |