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SPMAX vs VEXAX
SPMAX vs VEXAX Comparison
Open Charts SPMAX vs VEXAX
Saratoga Mid Capitalization A
Price$9.51
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets10.67M
Vanguard Extended Market Index Admiral
Price$162.25
Change+$0.34 (+0.21%)
VolumeN/A
Net Assets83.38B
SPMAX vs VEXAX Comparison Chart in %
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SPMAX vs. VEXAX commentary
Dec 26, 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 SPMAX is a Hold and VEXAX is a Hold.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 83.4B vs. SPMAX (10.7M). VEXAX pays higher dividends than SPMAX: VEXAX (1.09) vs SPMAX (0.00). SPMAX was incepted earlier than VEXAX: SPMAX (24 years) vs VEXAX (25 years). SPMAX (2.03) is less costly to investors than VEXAX (0.05). SPMAX is a more actively managed with annual turnover of: 152.00 vs. VEXAX (11.00). SPMAX has a lower initial minimum investment than VEXAX: SPMAX (2500) vs VEXAX (3000). VEXAX annual gain was more profitable for investors over the last year : 10.61 vs. SPMAX (-17.30). VEXAX return over 5 years is better than : 29.50 vs. SPMAX (-13.62).
| SPMAX | VEXAX | SPMAX / VEXAX | |
| Total Expense Ratio | 2.03 | 0.05 | 4,060% |
| Annual Report Gross Expense Ratio | 2.03 | 0.05 | 4,060% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | -15.391 | 12.852 | -120% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7M | 83.4B | 0% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | -17.30 | 10.61 | -163% |
| Returns for 3 years | -4.13 | 62.72 | -7% |
| Returns for 5 years | -13.62 | 29.50 | -46% |
| Returns for 10 years | -18.46 | 161.54 | -11% |
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