Saratoga Mid Capitalization Portfolio (SPMAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SPMAX
SPMAX charges 2.06% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among SPMAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | SPMAX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | SPMAX vs VMCPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | SPMAX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | SPMAX vs VEMPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | SPMAX vs VMCIX |
Best Risk-Adjusted Alternatives to SPMAX
Among mutual funds in the Mid Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | SPMAX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | SPMAX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | SPMAX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | SPMAX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | SPMAX vs BIGTX |
Top Performing SPMAX Alternatives (YTD)
SPMAX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | SPMAX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | SPMAX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | SPMAX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | SPMAX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | SPMAX vs FTSIX |
Lowest Volatility Alternatives to SPMAX
SPMAX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | SPMAX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | SPMAX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | SPMAX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | SPMAX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | SPMAX vs GABVX |
Lowest Drawdown Alternatives to SPMAX
SPMAX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | SPMAX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | SPMAX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | SPMAX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | SPMAX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | SPMAX vs KMVAX |
Other Mutual Funds from Saratoga
Most popular Saratoga mutual funds on PortfoliosLab, across asset classes.
Often Compared With SPMAX
What investors most often compare with SPMAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco S&P 500 Momentum ETF | S&P 500 | 66 | -5.78% | Oct 9, 2015 | SPMAX vs SPMO | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | SPMAX vs VOO | |
| Saratoga Moderately Aggressive Balanced Allocation... | Diversified Portfolio | 37 | -4.90% | Dec 28, 2017 | SPMAX vs SAMIX | |
| Saratoga Health & Biotechnology Fund | Health & Biotech Equities | 40 | -1.13% | Jul 14, 1999 | SPMAX vs SHPAX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | Mid Cap Blend Equities | 49 | 2.68% | Aug 12, 2015 | SPMAX vs FZFLX | |
| Madison Mid Cap Fund | Mid Cap Blend Equities | 5 | -6.46% | Jul 21, 1983 | SPMAX vs GTSGX |
Compare SPMAX with Any Fund or Stock
Compare SPMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.