SPMCX
Price
$9.11
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
VSEMX
Price
$211.97
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
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Compare trend and price SPMCX vs VSEMX

Header iconSPMCX vs VSEMX Comparison
Open Charts SPMCX vs VSEMXBanner chart's image
Saratoga Mid Capitalization C
Price$9.11
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl Sel
Price$211.97
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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SPMCX vs VSEMX Comparison Chart

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VS
SPMCX vs. VSEMX commentary
Apr 14, 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 Hold and VSEMX is a Hold.

FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 100B vs. SPMCX (12.6M). 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 (2.70) is less costly to investors than VSEMX (0.02). 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 (24.54) and SPMCX (23.61) have marching annual gain over last year. VSEMX return over 5 years is better than : 50.84 vs. SPMCX (12.05).
SPMCXVSEMXSPMCX / VSEMX
Total Expense Ratio2.700.0213,500%
Annual Report Gross Expense Ratio2.700.0213,500%
Fund Existence22 years8 years-
Gain YTD10.6935.882182%
Front LoadN/AN/A-
Min. Initial Investment25030000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets12.6M100B0%
Annual Yield % from dividends0.001.23-
Returns for 1 year23.6124.5496%
Returns for 3 years-7.32-2.52290%
Returns for 5 years12.0550.8424%
Returns for 10 years26.24N/A-
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