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SPMAX vs VEXMX
SPMAX vs VEXMX Comparison
Open Charts SPMAX vs VEXMX
Saratoga Mid Capitalization A
Price$10.11
Change-$2.06 (-16.93%)
VolumeN/A
Net Assets11.22M
Vanguard Extended Market Index Investor
Price$163.24
Change+$2.65 (+1.65%)
VolumeN/A
Net Assets82.12B
SPMAX vs VEXMX Comparison Chart in %
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SPMAX vs. VEXMX commentary
Feb 04, 2026
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 Buy and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 82.1B vs. SPMAX (11.2M). VEXMX pays higher dividends than SPMAX: VEXMX (0.98) vs SPMAX (0.00). SPMAX was incepted earlier than VEXMX: SPMAX (24 years) vs VEXMX (38 years). SPMAX (2.65) is less costly to investors than VEXMX (0.19). SPMAX is a more actively managed with annual turnover of: 152.00 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 : 9.27 vs. SPMAX (-13.81). VEXMX return over 5 years is better than : 21.26 vs. SPMAX (-12.01).
| SPMAX | VEXMX | SPMAX / VEXMX | |
| Total Expense Ratio | 2.65 | 0.19 | 1,395% |
| Annual Report Gross Expense Ratio | 2.65 | 0.19 | 1,395% |
| Fund Existence | 24 years | 38 years | - |
| Gain YTD | 8.593 | 2.828 | 304% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2M | 82.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.98 | - |
| Returns for 1 year | -13.81 | 9.27 | -149% |
| Returns for 3 years | -3.44 | 43.56 | -8% |
| Returns for 5 years | -12.01 | 21.26 | -57% |
| Returns for 10 years | 0.25 | 203.31 | 0% |
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