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SPMCX vs VEMPX
SPMCX vs VEMPX Comparison
Open Charts SPMCX vs VEMPX
Saratoga Mid Capitalization C
Price$7.97
Change+$0.03 (+0.38%)
VolumeN/A
Net Assets10.76M
Vanguard Extended Market Index InstlPlus
Price$370.78
Change+$0.80 (+0.22%)
VolumeN/A
Net Assets112.9B
SPMCX vs VEMPX Comparison Chart in %
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SPMCX vs. VEMPX commentary
Jul 12, 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 (10.8M). VEMPX pays higher dividends than SPMCX: VEMPX (1.16) vs SPMCX (0.00). SPMCX was incepted earlier than VEMPX: SPMCX (23 years) vs VEMPX (15 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 : 17.21 vs. SPMCX (-8.21). VEMPX return over 5 years is better than : 66.07 vs. SPMCX (5.03).
| 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 | 15 years | - |
| Gain YTD | 4.336 | 4.215 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8M | 113B | 0% |
| Annual Yield % from dividends | 0.00 | 1.16 | - |
| Returns for 1 year | -8.21 | 17.21 | -48% |
| Returns for 3 years | 9.52 | 48.95 | 19% |
| Returns for 5 years | 5.03 | 66.07 | 8% |
| Returns for 10 years | -34.11 | 121.30 | -28% |
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