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SPMCX vs VEXMX
SPMCX vs VEXMX Comparison
Open Charts SPMCX vs VEXMX
Saratoga Mid Capitalization C
Price$9.94
Change-$0.10 (-1.00%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$146.53
Change-$1.91 (-1.29%)
VolumeN/A
CapitalizationN/A
SPMCX vs VEXMX Comparison Chart
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SPMCX vs. VEXMX commentary
Nov 18, 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 Buy and VEXMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 107B vs. SPMCX (13.6M). 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 : 33.88 vs. SPMCX (31.31). VEXMX return over 5 years is better than : 60.77 vs. SPMCX (13.47).
| 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 | 20.778 | 17.654 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.6M | 107B | 0% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | 31.31 | 33.88 | 92% |
| Returns for 3 years | -6.31 | -2.38 | 265% |
| Returns for 5 years | 13.47 | 60.77 | 22% |
| Returns for 10 years | -23.36 | 130.82 | -18% |