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SPMAX vs VMCIX
SPMAX vs VMCIX Comparison
Open Charts SPMAX vs VMCIX
Saratoga Mid Capitalization A
Price$10.94
Change-$0.21 (-1.88%)
VolumeN/A
Net Assets10.51M
Vanguard Mid Cap Index Institutional
Price$74.17
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
SPMAX vs VMCIX Comparison Chart
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SPMAX vs. VMCIX commentary
Jun 16, 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 Buy and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. SPMAX (10.5M). VMCIX pays higher dividends than SPMAX: VMCIX (1.53) 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 : 11.61 vs. SPMAX (-7.37). VMCIX return over 5 years is better than : 69.71 vs. SPMAX (14.92).
| 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 | -2.669 | 2.779 | -96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5M | 185B | 0% |
| Annual Yield % from dividends | 0.00 | 1.53 | - |
| Returns for 1 year | -7.37 | 11.61 | -63% |
| Returns for 3 years | 12.32 | 39.17 | 31% |
| Returns for 5 years | 14.92 | 69.71 | 21% |
| Returns for 10 years | -20.66 | 114.21 | -18% |
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