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SPMCX vs VEMPX
SPMCX vs VEMPX Comparison
Open Charts SPMCX vs VEMPX
Saratoga Mid Capitalization C
Price$7.62
Change-$0.34 (-4.27%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index InstlPlus
Price$357.55
Change-$16.46 (-4.40%)
VolumeN/A
CapitalizationN/A
SPMCX vs VEMPX Comparison Chart
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SPMCX vs. VEMPX commentary
Dec 19, 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 SPMCX is a Hold and VEMPX is a Hold.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 120B vs. SPMCX (13.4M). VEMPX pays higher dividends than SPMCX: VEMPX (1.22) vs SPMCX (0.00). SPMCX was incepted earlier than VEMPX: SPMCX (22 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 : 22.14 vs. SPMCX (-7.19). VEMPX return over 5 years is better than : 60.29 vs. SPMCX (-15.99).
| SPMCX | VEMPX | SPMCX / VEMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | -7.412 | 21.830 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4M | 120B | 0% |
| Annual Yield % from dividends | 0.00 | 1.22 | - |
| Returns for 1 year | -7.19 | 22.14 | -32% |
| Returns for 3 years | -7.86 | 12.82 | -61% |
| Returns for 5 years | -15.99 | 60.29 | -27% |
| Returns for 10 years | -31.47 | 137.24 | -23% |
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