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SPMCX vs VEXMX
SPMCX vs VEXMX Comparison
Open Charts SPMCX vs VEXMX
Saratoga Mid Capitalization C
Price$7.62
Change-$0.34 (-4.27%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$144.97
Change-$6.68 (-4.40%)
VolumeN/A
CapitalizationN/A
SPMCX vs VEXMX Comparison Chart
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SPMCX vs. VEXMX 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 VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 120B vs. SPMCX (13.4M). VEXMX pays higher dividends than SPMCX: VEXMX (1.09) vs SPMCX (0.00). SPMCX was incepted earlier than VEXMX: SPMCX (22 years) vs VEXMX (37 years). SPMCX is a more actively managed with annual turnover of: 68.00 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 : 16.68 vs. SPMCX (-7.19). VEXMX return over 5 years is better than : 53.00 vs. SPMCX (-15.99).
| SPMCX | VEXMX | SPMCX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 37 years | - |
| Gain YTD | -7.412 | 16.402 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4M | 120B | 0% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | -7.19 | 16.68 | -43% |
| Returns for 3 years | -7.86 | 7.78 | -101% |
| Returns for 5 years | -15.99 | 53.00 | -30% |
| Returns for 10 years | -31.47 | 125.84 | -25% |