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SPMAX vs VIEIX
SPMAX vs VIEIX Comparison
Open Charts SPMAX vs VIEIX
Saratoga Mid Capitalization A
Price$12.09
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets10.31M
Vanguard Extended Market Index Instl
Price$158.29
Change-$0.36 (-0.23%)
VolumeN/A
Net Assets83.66B
SPMAX vs VIEIX Comparison Chart in %
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SPMAX vs. VIEIX 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 VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 83.7B vs. SPMAX (10.3M). VIEIX pays higher dividends than SPMAX: VIEIX (1.10) vs SPMAX (0.00). SPMAX was incepted earlier than VIEIX: SPMAX (23 years) vs VIEIX (28 years). SPMAX (2.03) is less costly to investors than VIEIX (0.05). SPMAX is a more actively managed with annual turnover of: 129.00 vs. VIEIX (11.00). SPMAX has a lower initial minimum investment than VIEIX: SPMAX (2500) vs VIEIX (5000000). VIEIX annual gain was more profitable for investors over the last year : 11.65 vs. SPMAX (-9.23). VIEIX return over 5 years is better than : 52.05 vs. SPMAX (13.52).
| SPMAX | VIEIX | SPMAX / VIEIX | |
| Total Expense Ratio | 2.03 | 0.05 | 4,060% |
| Annual Report Gross Expense Ratio | 2.03 | 0.05 | 4,060% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 7.562 | 10.106 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3M | 83.7B | 0% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | -9.23 | 11.65 | -79% |
| Returns for 3 years | 26.60 | 58.64 | 45% |
| Returns for 5 years | 13.52 | 52.05 | 26% |
| Returns for 10 years | -3.90 | 152.26 | -3% |
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