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SPMCX vs VEXMX
SPMCX vs VEXMX Comparison
Open Charts SPMCX vs VEXMX
Saratoga Mid Capitalization C
Price$5.40
Change-$0.01 (-0.18%)
VolumeN/A
Net Assets10.67M
Vanguard Extended Market Index Investor
Price$162.39
Change+$0.33 (+0.20%)
VolumeN/A
Net Assets83.38B
SPMCX vs VEXMX Comparison Chart in %
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SPMCX vs. VEXMX commentary
Dec 26, 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 SPMCX is a Hold and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 83.4B vs. SPMCX (10.7M). VEXMX pays higher dividends than SPMCX: VEXMX (0.96) vs SPMCX (0.00). SPMCX was incepted earlier than VEXMX: SPMCX (24 years) vs VEXMX (38 years). SPMCX (2.63) is less costly to investors than VEXMX (0.19). SPMCX is a more actively managed with annual turnover of: 152.00 vs. VEXMX (11.00). SPMCX has a lower initial minimum investment than VEXMX: SPMCX (250) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 10.58 vs. SPMCX (-30.68). VEXMX return over 5 years is better than : 29.34 vs. SPMCX (-37.79).
| SPMCX | VEXMX | SPMCX / VEXMX | |
| Total Expense Ratio | 2.63 | 0.19 | 1,384% |
| Annual Report Gross Expense Ratio | 2.63 | 0.19 | 1,384% |
| Fund Existence | 24 years | 38 years | - |
| Gain YTD | -29.041 | 12.827 | -226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7M | 83.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.96 | - |
| Returns for 1 year | -30.68 | 10.58 | -290% |
| Returns for 3 years | -26.33 | 62.57 | -42% |
| Returns for 5 years | -37.79 | 29.34 | -129% |
| Returns for 10 years | -47.06 | 160.73 | -29% |