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SPMAX vs VEXMX
SPMAX vs VEXMX Comparison
Open Charts SPMAX vs VEXMX
Saratoga Mid Capitalization A
Price$12.45
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets10.51M
Vanguard Extended Market Index Investor
Price$159.39
Change-$0.10 (-0.06%)
VolumeN/A
Net Assets83.92B
SPMAX vs VEXMX Comparison Chart in %
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SPMAX vs. VEXMX commentary
Nov 14, 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 StrongBuy and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 83.9B vs. SPMAX (10.5M). VEXMX pays higher dividends than SPMAX: VEXMX (0.96) 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 : 5.70 vs. SPMAX (-11.26). VEXMX return over 5 years is better than : 47.59 vs. SPMAX (9.31).
| 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 | 10.765 | 10.742 | 100% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5M | 83.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.96 | - |
| Returns for 1 year | -11.26 | 5.70 | -198% |
| Returns for 3 years | 20.87 | 48.47 | 43% |
| Returns for 5 years | 9.31 | 47.59 | 20% |
| Returns for 10 years | 2.03 | 156.89 | 1% |
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