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SPMCX vs VEXMX
SPMCX vs VEXMX Comparison
Open Charts SPMCX vs VEXMX
Saratoga Mid Capitalization C
Price$7.52
Change-$0.22 (-2.84%)
VolumeN/A
Net Assets11.72M
Vanguard Extended Market Index Investor
Price$144.66
Change-$4.58 (-3.07%)
VolumeN/A
Net Assets116.7B
SPMCX vs VEXMX Comparison Chart
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SPMCX vs. VEXMX commentary
Feb 23, 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 Hold and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 117B vs. SPMCX (11.7M). VEXMX pays higher dividends than SPMCX: VEXMX (1.09) vs SPMCX (0.00). SPMCX was incepted earlier than VEXMX: SPMCX (23 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 : 14.28 vs. SPMCX (-13.36). VEXMX return over 5 years is better than : 47.20 vs. SPMCX (-19.31).
| SPMCX | VEXMX | SPMCX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 37 years | - |
| Gain YTD | -1.183 | 0.319 | -371% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7M | 117B | 0% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | -13.36 | 14.28 | -94% |
| Returns for 3 years | -6.70 | 21.08 | -32% |
| Returns for 5 years | -19.31 | 47.20 | -41% |
| Returns for 10 years | -36.05 | 115.28 | -31% |