Ad is loading...
SPMCX vs VEXMX
SPMCX vs VEXMX Comparison
Open Charts SPMCX vs VEXMX
Saratoga Mid Capitalization C
Price$8.02
Change+$0.07 (+0.88%)
VolumeN/A
Net Assets13.25M
Vanguard Extended Market Index Investor
Price$149.94
Change+$1.00 (+0.67%)
VolumeN/A
Net Assets111.13B
SPMCX vs VEXMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SPMCX vs. VEXMX commentary
Jan 19, 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 StrongBuy and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 111B vs. SPMCX (13.3M). 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 : 24.91 vs. SPMCX (-0.25). VEXMX return over 5 years is better than : 54.44 vs. SPMCX (-13.58).
| 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 | 5.388 | 3.981 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3M | 111B | 0% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | -0.25 | 24.91 | -1% |
| Returns for 3 years | -3.72 | 18.20 | -20% |
| Returns for 5 years | -13.58 | 54.44 | -25% |
| Returns for 10 years | -25.67 | 137.82 | -19% |
View a ticker or compare two or three
VS
VS
Ad is loading...