SPMAX
Price
$11.79
Change
+$0.10 (+0.86%)
Updated
Jul 3 closing price
Net Assets
11.06M
VMCIX
Price
$77.67
Change
+$0.46 (+0.60%)
Updated
Jul 3 closing price
Net Assets
185.28B
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SPMAX vs VMCIX

Header iconSPMAX vs VMCIX Comparison
Open Charts SPMAX vs VMCIXBanner chart's image
Saratoga Mid Capitalization A
Price$11.79
Change+$0.10 (+0.86%)
VolumeN/A
Net Assets11.06M
Vanguard Mid Cap Index Institutional
Price$77.67
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
SPMAX vs VMCIX Comparison Chart in %
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SPMAX vs. VMCIX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. SPMAX (11.1M). 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 : 17.65 vs. SPMAX (-0.42). VMCIX return over 5 years is better than : 73.80 vs. SPMAX (24.63).
SPMAXVMCIXSPMAX / VMCIX
Total Expense Ratio2.030.045,075%
Annual Report Gross Expense Ratio2.030.045,075%
Fund Existence23 years27 years-
Gain YTD4.8937.62964%
Front Load6%N/A-
Min. Initial Investment250050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets11.1M185B0%
Annual Yield % from dividends0.001.53-
Returns for 1 year-0.4217.65-2%
Returns for 3 years19.5743.1245%
Returns for 5 years24.6373.8033%
Returns for 10 years-12.92127.60-10%
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