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SPMAX vs VMCIX
SPMAX vs VMCIX Comparison
Open Charts SPMAX vs VMCIX
Saratoga Mid Capitalization A
Price$12.04
Change-$0.10 (-0.82%)
VolumeN/A
Net Assets10.63M
Vanguard Mid Cap Index Institutional
Price$78.16
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
SPMAX vs VMCIX Comparison Chart in %
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SPMAX vs. VMCIX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 197B vs. SPMAX (10.6M). VMCIX pays higher dividends than SPMAX: VMCIX (1.50) 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 : 14.33 vs. SPMAX (-1.31). VMCIX return over 5 years is better than : 62.28 vs. SPMAX (16.33).
| 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 | 7.117 | 8.308 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6M | 197B | 0% |
| Annual Yield % from dividends | 0.00 | 1.50 | - |
| Returns for 1 year | -1.31 | 14.33 | -9% |
| Returns for 3 years | 12.00 | 26.45 | 45% |
| Returns for 5 years | 16.33 | 62.28 | 26% |
| Returns for 10 years | -11.21 | 125.29 | -9% |
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