Interact to see
Advertisement
Advertisement
SPMAX vs VIEIX
SPMAX vs VIEIX Comparison
Open Charts SPMAX vs VIEIX
Saratoga Mid Capitalization A
Price$9.51
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets10.67M
Vanguard Extended Market Index Instl
Price$162.24
Change+$0.34 (+0.21%)
VolumeN/A
Net Assets83.38B
SPMAX vs VIEIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPMAX vs. VIEIX commentary
Dec 26, 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: 83.4B vs. SPMAX (10.7M). VIEIX pays higher dividends than SPMAX: VIEIX (1.09) vs SPMAX (0.00). SPMAX was incepted earlier than VIEIX: SPMAX (24 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: 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 : 10.61 vs. SPMAX (-17.30). VIEIX return over 5 years is better than : 29.51 vs. SPMAX (-13.62).
| 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 | 24 years | 28 years | - |
| Gain YTD | -15.391 | 12.854 | -120% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7M | 83.4B | 0% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | -17.30 | 10.61 | -163% |
| Returns for 3 years | -4.13 | 62.73 | -7% |
| Returns for 5 years | -13.62 | 29.51 | -46% |
| Returns for 10 years | -18.46 | 161.61 | -11% |
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 % |
| ITA | 220.20 | 0.51 | +0.23% |
| iShares US Aerospace & Defense ETF | |||
| AVSF | 47.03 | 0.06 | +0.13% |
| Avantis Short-Term Fixed Income ETF | |||
| UFEB | 36.80 | 0.03 | +0.09% |
| Innovator US Equity Ultra Bffr ETF™ Feb | |||
| ZNOV | 26.70 | 0.01 | +0.06% |
| Innovator Equity Defined Prt ETF -1YrNov | |||
| QTAP | 44.72 | N/A | N/A |
| Innovator Growth-100 Acltd Ps ETF™ April | |||