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SPMCX vs VSEMX
SPMCX vs VSEMX Comparison
Open Charts SPMCX vs VSEMX
Saratoga Mid Capitalization C
Price$7.79
Change+$0.03 (+0.39%)
VolumeN/A
Net Assets10.85M
Vanguard Extended Market Index Instl Sel
Price$235.08
Change+$1.21 (+0.52%)
VolumeN/A
Net Assets107.69B
SPMCX vs VSEMX Comparison Chart in %
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SPMCX vs. VSEMX commentary
Jul 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 VSEMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 108B vs. SPMCX (10.8M). VSEMX pays higher dividends than SPMCX: VSEMX (1.24) vs SPMCX (0.00). SPMCX was incepted earlier than VSEMX: SPMCX (23 years) vs VSEMX (9 years). SPMCX (2.63) is less costly to investors than VSEMX (0.02). SPMCX is a more actively managed with annual turnover of: 129.00 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 : 13.98 vs. SPMCX (-10.19). VSEMX return over 5 years is better than : 64.51 vs. SPMCX (1.57).
| SPMCX | VSEMX | SPMCX / VSEMX | |
| Total Expense Ratio | 2.63 | 0.02 | 13,150% |
| Annual Report Gross Expense Ratio | 2.63 | 0.02 | 13,150% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 1.971 | 1.148 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8M | 108B | 0% |
| Annual Yield % from dividends | 0.00 | 1.24 | - |
| Returns for 1 year | -10.19 | 13.98 | -73% |
| Returns for 3 years | 5.58 | 45.50 | 12% |
| Returns for 5 years | 1.57 | 64.51 | 2% |
| Returns for 10 years | -35.49 | N/A | - |
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