Interact to see
Advertisement
Advertisement
SPMAX vs VIEIX
SPMAX vs VIEIX Comparison
Open Charts SPMAX vs VIEIX
Saratoga Mid Capitalization A
Price$10.11
Change-$2.06 (-16.93%)
VolumeN/A
Net Assets11.22M
Vanguard Extended Market Index Instl
Price$163.11
Change+$2.66 (+1.66%)
VolumeN/A
Net Assets82.12B
SPMAX vs VIEIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPMAX vs. VIEIX commentary
Feb 05, 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 VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 82.1B vs. SPMAX (11.2M). VIEIX pays higher dividends than SPMAX: VIEIX (1.11) vs SPMAX (0.00). SPMAX was incepted earlier than VIEIX: SPMAX (24 years) vs VIEIX (29 years). SPMAX (2.65) is less costly to investors than VIEIX (0.05). SPMAX is a more actively managed with annual turnover of: 152.00 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 : 9.31 vs. SPMAX (-13.81). VIEIX return over 5 years is better than : 21.42 vs. SPMAX (-12.01).
| SPMAX | VIEIX | SPMAX / VIEIX | |
| Total Expense Ratio | 2.65 | 0.05 | 5,300% |
| Annual Report Gross Expense Ratio | 2.65 | 0.05 | 5,300% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 8.593 | 2.837 | 303% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2M | 82.1B | 0% |
| Annual Yield % from dividends | 0.00 | 1.11 | - |
| Returns for 1 year | -13.81 | 9.31 | -148% |
| Returns for 3 years | -3.44 | 43.71 | -8% |
| Returns for 5 years | -12.01 | 21.42 | -56% |
| Returns for 10 years | 0.25 | 204.36 | 0% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NML | 9.32 | 0.21 | +2.31% |
| Neuberger Energy Infrastructure and Income Fund Inc. | |||
| TPLS | 25.49 | 0.01 | +0.04% |
| Thornburg Core Plus Bond ETF | |||
| BKWO | 37.72 | N/A | N/A |
| BNY Mellon Womens's Opportunities ETF | |||
| JNK | 97.29 | -0.09 | -0.09% |
| State Street® SPDR® Blmbg Hi Yld Bd ETF | |||
| PHEQ | 32.56 | -0.10 | -0.32% |
| Parametric Hedged Equity ETF | |||