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SPMAX vs VEXMX
SPMAX vs VEXMX Comparison
Open Charts SPMAX vs VEXMX
Saratoga Mid Capitalization A
Price$12.09
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets10.31M
Vanguard Extended Market Index Investor
Price$158.43
Change-$0.36 (-0.23%)
VolumeN/A
Net Assets83.66B
SPMAX vs VEXMX Comparison Chart in %
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SPMAX vs. VEXMX commentary
Oct 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 SPMAX is a Hold and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 83.7B vs. SPMAX (10.3M). VEXMX pays higher dividends than SPMAX: VEXMX (0.97) vs SPMAX (0.00). SPMAX was incepted earlier than VEXMX: SPMAX (23 years) vs VEXMX (38 years). SPMAX (2.03) is less costly to investors than VEXMX (0.19). SPMAX is a more actively managed with annual turnover of: 129.00 vs. VEXMX (11.00). SPMAX has a lower initial minimum investment than VEXMX: SPMAX (2500) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 11.61 vs. SPMAX (-9.23). VEXMX return over 5 years is better than : 51.82 vs. SPMAX (13.52).
| SPMAX | VEXMX | SPMAX / VEXMX | |
| Total Expense Ratio | 2.03 | 0.19 | 1,068% |
| Annual Report Gross Expense Ratio | 2.03 | 0.19 | 1,068% |
| Fund Existence | 23 years | 38 years | - |
| Gain YTD | 7.562 | 10.075 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3M | 83.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.97 | - |
| Returns for 1 year | -9.23 | 11.61 | -80% |
| Returns for 3 years | 26.60 | 58.50 | 45% |
| Returns for 5 years | 13.52 | 51.82 | 26% |
| Returns for 10 years | -3.90 | 151.38 | -3% |
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