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SPMAX vs VMCIX
SPMAX vs VMCIX Comparison
Open Charts SPMAX vs VMCIX
Saratoga Mid Capitalization A
Price$12.41
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets10.87M
Vanguard Mid Cap Index Institutional
Price$79.33
Change+$0.16 (+0.20%)
VolumeN/A
Net Assets199.16B
SPMAX vs VMCIX Comparison Chart in %
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SPMAX vs. VMCIX 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. SPMAX (10.9M). VMCIX pays higher dividends than SPMAX: VMCIX (1.47) vs SPMAX (0.00). SPMAX was incepted earlier than VMCIX: SPMAX (23 years) vs VMCIX (27 years). SPMAX (2.03) is less costly to investors than VMCIX (0.04). SPMAX is a more actively managed with annual turnover of: 129.00 vs. VMCIX (16.00). SPMAX has a lower initial minimum investment than VMCIX: SPMAX (2500) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 15.05 vs. SPMAX (2.74). VMCIX return over 5 years is better than : 65.06 vs. SPMAX (20.64).
| SPMAX | VMCIX | SPMAX / VMCIX | |
| Total Expense Ratio | 2.03 | 0.04 | 5,075% |
| Annual Report Gross Expense Ratio | 2.03 | 0.04 | 5,075% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 10.231 | 9.708 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| 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 | 15.05 | 18% |
| Returns for 3 years | 23.53 | 41.08 | 57% |
| Returns for 5 years | 20.64 | 65.06 | 32% |
| Returns for 10 years | -4.18 | 141.13 | -3% |
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