Interact to see
Advertisement
Advertisement
SPMCX vs VEXMX
SPMCX vs VEXMX Comparison
Open Charts SPMCX vs VEXMX
Saratoga Mid Capitalization C
Price$8.37
Change+$0.03 (+0.36%)
VolumeN/A
Net Assets10.83M
Vanguard Extended Market Index Investor
Price$157.70
Change+$0.83 (+0.53%)
VolumeN/A
Net Assets81.53B
SPMCX vs VEXMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPMCX vs. VEXMX commentary
Sep 07, 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 StrongBuy and VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 81.5B vs. SPMCX (10.8M). VEXMX pays higher dividends than SPMCX: VEXMX (0.95) vs SPMCX (0.00). SPMCX was incepted earlier than VEXMX: SPMCX (23 years) vs VEXMX (38 years). SPMCX (2.63) is less costly to investors than VEXMX (0.19). SPMCX is a more actively managed with annual turnover of: 129.00 vs. VEXMX (11.00). SPMCX has a lower initial minimum investment than VEXMX: SPMCX (250) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 20.33 vs. SPMCX (-4.56). VEXMX return over 5 years is better than : 62.37 vs. SPMCX (0.72).
| SPMCX | VEXMX | SPMCX / VEXMX | |
| Total Expense Ratio | 2.63 | 0.19 | 1,384% |
| Annual Report Gross Expense Ratio | 2.63 | 0.19 | 1,384% |
| Fund Existence | 23 years | 38 years | - |
| Gain YTD | 9.987 | 9.506 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8M | 81.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.95 | - |
| Returns for 1 year | -4.56 | 20.33 | -22% |
| Returns for 3 years | 12.05 | 51.87 | 23% |
| Returns for 5 years | 0.72 | 62.37 | 1% |
| Returns for 10 years | -26.64 | 148.23 | -18% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement