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SPMCX vs VEXMX
SPMCX vs VEXMX Comparison
Open Charts SPMCX vs VEXMX
Saratoga Mid Capitalization C
Price$7.92
Change-$0.05 (-0.63%)
VolumeN/A
Net Assets10.69M
Vanguard Extended Market Index Investor
Price$148.78
Change-$1.60 (-1.06%)
VolumeN/A
Net Assets112.9B
SPMCX vs VEXMX Comparison Chart in %
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SPMCX vs. VEXMX commentary
Jul 13, 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: 113B vs. SPMCX (10.7M). VEXMX pays higher dividends than SPMCX: VEXMX (1.01) 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 : 13.52 vs. SPMCX (-9.79). VEXMX return over 5 years is better than : 64.39 vs. SPMCX (4.76).
| 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 | 4.074 | 3.312 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7M | 113B | 0% |
| Annual Yield % from dividends | 0.00 | 1.01 | - |
| Returns for 1 year | -9.79 | 13.52 | -72% |
| Returns for 3 years | 10.31 | 48.36 | 21% |
| Returns for 5 years | 4.76 | 64.39 | 7% |
| Returns for 10 years | -34.71 | 117.39 | -30% |