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SPMAX vs VIMAX
SPMAX vs VIMAX Comparison
Open Charts SPMAX vs VIMAX
Saratoga Mid Capitalization A
Price$12.41
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets10.87M
Vanguard Mid Cap Index Admiral
Price$359.11
Change+$0.73 (+0.20%)
VolumeN/A
Net Assets199.16B
SPMAX vs VIMAX Comparison Chart in %
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SPMAX vs. VIMAX commentary
Sep 09, 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 VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 199B vs. SPMAX (10.9M). VIMAX pays higher dividends than SPMAX: VIMAX (1.47) vs SPMAX (0.00). SPMAX was incepted earlier than VIMAX: SPMAX (23 years) vs VIMAX (24 years). SPMAX (2.03) is less costly to investors than VIMAX (0.05). SPMAX is a more actively managed with annual turnover of: 129.00 vs. VIMAX (16.00). SPMAX has a lower initial minimum investment than VIMAX: SPMAX (2500) vs VIMAX (3000). VIMAX annual gain was more profitable for investors over the last year : 15.04 vs. SPMAX (2.74). VIMAX return over 5 years is better than : 65.04 vs. SPMAX (20.64).
| SPMAX | VIMAX | SPMAX / VIMAX | |
| Total Expense Ratio | 2.03 | 0.05 | 4,060% |
| Annual Report Gross Expense Ratio | 2.03 | 0.05 | 4,060% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 10.231 | 9.709 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9M | 199B | 0% |
| Annual Yield % from dividends | 0.00 | 1.47 | - |
| Returns for 1 year | 2.74 | 15.04 | 18% |
| Returns for 3 years | 23.53 | 41.07 | 57% |
| Returns for 5 years | 20.64 | 65.04 | 32% |
| Returns for 10 years | -4.18 | 141.10 | -3% |
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