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SPMCX vs VEMPX
SPMCX vs VEMPX Comparison
Open Charts SPMCX vs VEMPX
Saratoga Mid Capitalization C
Price$7.89
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets10.95M
Vanguard Extended Market Index InstlPlus
Price$365.89
Change-$3.84 (-1.04%)
VolumeN/A
Net Assets112.9B
SPMCX vs VEMPX Comparison Chart in %
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SPMCX vs. VEMPX commentary
Jul 09, 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: 113B vs. SPMCX (10.9M). VEMPX pays higher dividends than SPMCX: VEMPX (1.16) 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 : 17.89 vs. SPMCX (-7.11). VEMPX return over 5 years is better than : 66.51 vs. SPMCX (4.87).
| 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 | 4.731 | 4.145 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9M | 113B | 0% |
| Annual Yield % from dividends | 0.00 | 1.16 | - |
| Returns for 1 year | -7.11 | 17.89 | -40% |
| Returns for 3 years | 9.33 | 45.99 | 20% |
| Returns for 5 years | 4.87 | 66.51 | 7% |
| Returns for 10 years | -33.19 | 123.35 | -27% |
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