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SPMCX vs VEMPX
SPMCX vs VEMPX Comparison
Open Charts SPMCX vs VEMPX
Saratoga Mid Capitalization C
Price$6.83
Change+$0.07 (+1.04%)
VolumeN/A
Net Assets9.82M
Vanguard Extended Market Index InstlPlus
Price$309.94
Change+$5.63 (+1.85%)
VolumeN/A
Net Assets101.44B
SPMCX vs VEMPX Comparison Chart
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SPMCX vs. VEMPX commentary
Apr 25, 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: 101B vs. SPMCX (9.82M). VEMPX pays higher dividends than SPMCX: VEMPX (1.31) 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 : -2.00 vs. SPMCX (-22.39). VEMPX return over 5 years is better than : 66.52 vs. SPMCX (-3.01).
| 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 | -11.170 | -14.338 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.82M | 101B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | -22.39 | -2.00 | 1,117% |
| Returns for 3 years | -15.29 | 6.63 | -231% |
| Returns for 5 years | -3.01 | 66.52 | -5% |
| Returns for 10 years | -43.95 | 80.28 | -55% |
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