Saratoga Mid Capitalization Portfolio (SPMAX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SPMAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SPMAX
SPMAX charges 2.06% annually. There are 126 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.02% | 224.00B | Dec 2010 | SPMAX vs VMCPX | |
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | SPMAX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 224.00B | May 1998 | SPMAX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 97.70B | Jan 2011 | SPMAX vs VEMPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | SPMAX vs FSMAX |
Best Risk-Adjusted Alternatives to SPMAX
SPMAX has a PortfoliosLab risk / return rank of 24. There are 104 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 91 | — | Jan 2005 | SPMAX vs PFSLX | |
| Gotham Enhanced Return Fund | 88 | — | May 2013 | SPMAX vs GENIX | |
| Vanguard Strategic Equity Fund | 87 | 12.20B | Aug 1995 | SPMAX vs VSEQX | |
| Thompson MidCap Fund | 84 | — | Mar 2008 | SPMAX vs THPMX | |
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | 83 | — | Oct 2023 | SPMAX vs FTHMX |
Top Performing SPMAX Alternatives (YTD)
SPMAX is at 13.00% YTD. There are 88 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 37.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 37.75% | — | Jan 2005 | SPMAX vs PFSLX | |
| 13D Activist Fund | 30.77% | — | Dec 2011 | SPMAX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 26.34% | — | Aug 2015 | SPMAX vs FZFLX | |
| Tarkio Fund | 22.55% | — | Jun 2011 | SPMAX vs TARKX | |
| Hodges Fund | 21.87% | — | Oct 1992 | SPMAX vs HDPMX |
Lowest Volatility Alternatives to SPMAX
SPMAX has 21.37% 1-year volatility. There are 118 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.67% | — | Dec 2002 | SPMAX vs GWSAX | |
| Boston Trust Midcap Fund | 11.72% | — | — | SPMAX vs BTMFX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.78% | — | Jul 1999 | SPMAX vs TLVAX | |
| Boston Trust Walden Midcap Fund | 11.86% | — | Aug 2011 | SPMAX vs WAMFX | |
| Victory RS Investors Fund | 12.01% | — | Nov 2005 | SPMAX vs RSINX |
Lowest Drawdown Alternatives to SPMAX
SPMAX has a 1-year max drawdown of -12.39%. There are 110 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | SPMAX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | SPMAX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | SPMAX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | SPMAX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | SPMAX vs DNLDX |
Other Mutual Funds from Saratoga
The 10 most viewed Saratoga mutual funds shown here include SLCGX, SBMIX, SHPAX and span 8 categories.
Often Compared With SPMAX
Investors most often compare SPMAX with SPMO, LUNAX, VOO. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare SPMAX with Any Fund or Stock
Compare SPMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SPMAX with funds that move differently
Saratoga Mid Capitalization Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SPMAX.
Explore SPMAX Diversifiers