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SPMCX vs VEXMX
SPMCX vs VEXMX Comparison
Open Charts SPMCX vs VEXMX
Saratoga Mid Capitalization C
Price$7.01
Change+$0.01 (+0.14%)
VolumeN/A
Net Assets10.11M
Vanguard Extended Market Index Investor
Price$129.88
Change-$0.59 (-0.45%)
VolumeN/A
Net Assets101.44B
SPMCX vs VEXMX Comparison Chart
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SPMCX vs. VEXMX commentary
May 01, 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 VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 101B vs. SPMCX (10.1M). VEXMX pays higher dividends than SPMCX: VEXMX (1.15) vs SPMCX (0.00). SPMCX was incepted earlier than VEXMX: SPMCX (23 years) vs VEXMX (37 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 : 5.07 vs. SPMCX (-18.60). VEXMX return over 5 years is better than : 72.23 vs. SPMCX (-2.10).
| 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 | 37 years | - |
| Gain YTD | -8.016 | -9.454 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1M | 101B | 0% |
| Annual Yield % from dividends | 0.00 | 1.15 | - |
| Returns for 1 year | -18.60 | 5.07 | -367% |
| Returns for 3 years | -9.44 | 16.91 | -56% |
| Returns for 5 years | -2.10 | 72.23 | -3% |
| Returns for 10 years | -41.47 | 94.12 | -44% |
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