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SPMCX vs VEXMX
SPMCX vs VEXMX Comparison
Open Charts SPMCX vs VEXMX
Saratoga Mid Capitalization C
Price$8.17
Change-$0.23 (-2.74%)
VolumeN/A
Net Assets10.54M
Vanguard Extended Market Index Investor
Price$155.18
Change-$4.21 (-2.64%)
VolumeN/A
Net Assets83.92B
SPMCX vs VEXMX Comparison Chart in %
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SPMCX vs. VEXMX commentary
Nov 14, 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 StrongBuy and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 83.9B vs. SPMCX (10.5M). VEXMX pays higher dividends than SPMCX: VEXMX (0.96) vs SPMCX (0.00). SPMCX was incepted earlier than VEXMX: SPMCX (23 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: 129.00 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 : 5.70 vs. SPMCX (-17.57). VEXMX return over 5 years is better than : 47.59 vs. SPMCX (-8.79).
| 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 | 23 years | 38 years | - |
| Gain YTD | 10.381 | 10.742 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5M | 83.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.96 | - |
| Returns for 1 year | -17.57 | 5.70 | -308% |
| Returns for 3 years | 9.66 | 48.47 | 20% |
| Returns for 5 years | -8.79 | 47.59 | -18% |
| Returns for 10 years | -21.93 | 156.89 | -14% |
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