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SPMCX vs VSEMX
SPMCX vs VSEMX Comparison
Open Charts SPMCX vs VSEMX
Saratoga Mid Capitalization C
Price$9.94
Change-$0.10 (-1.00%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl Sel
Price$235.35
Change-$3.07 (-1.29%)
VolumeN/A
CapitalizationN/A
SPMCX vs VSEMX Comparison Chart
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SPMCX vs. VSEMX 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 VSEMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 107B vs. SPMCX (13.6M). VSEMX pays higher dividends than SPMCX: VSEMX (1.23) vs SPMCX (0.00). SPMCX was incepted earlier than VSEMX: SPMCX (22 years) vs VSEMX (8 years). SPMCX is a more actively managed with annual turnover of: 68.00 vs. VSEMX (11.00). SPMCX has a lower initial minimum investment than VSEMX: SPMCX (250) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 33.96 vs. SPMCX (31.31). VSEMX return over 5 years is better than : 61.08 vs. SPMCX (13.47).
| SPMCX | VSEMX | SPMCX / VSEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 8 years | - |
| Gain YTD | 20.778 | 17.719 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.6M | 107B | 0% |
| Annual Yield % from dividends | 0.00 | 1.23 | - |
| Returns for 1 year | 31.31 | 33.96 | 92% |
| Returns for 3 years | -6.31 | -2.28 | 277% |
| Returns for 5 years | 13.47 | 61.08 | 22% |
| Returns for 10 years | -23.36 | N/A | - |
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