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 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | SPMAX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | SPMAX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | SPMAX vs FSMAX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.75B | Dec 2017 | SPMAX vs SWMCX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 218.80B | May 1998 | SPMAX vs VMCIX |
Best Risk-Adjusted Alternatives to SPMAX
SPMAX has a PortfoliosLab risk / return rank of 57. There are 40 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | SPMAX vs PFSLX | |
| Destinations Small-Mid Cap Equity Fund | 83 | — | Mar 2017 | SPMAX vs DSMFX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 83 | — | Aug 2015 | SPMAX vs FZFLX | |
| Vanguard Strategic Equity Fund | 83 | 11.50B | Aug 1995 | SPMAX vs VSEQX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 83 | — | Aug 2013 | SPMAX vs FZAMX |
Top Performing SPMAX Alternatives (YTD)
SPMAX is at 24.92% YTD. There are 9 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 46.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 46.57% | — | Jan 2005 | SPMAX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 37.72% | — | Aug 2015 | SPMAX vs FZFLX | |
| Hodges Fund | 32.69% | — | Oct 1992 | SPMAX vs HDPMX | |
| 13D Activist Fund | 27.51% | — | Dec 2011 | SPMAX vs DDDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 26.02% | — | Aug 2013 | SPMAX vs FZAMX |
Lowest Volatility Alternatives to SPMAX
SPMAX has 20.27% 1-year volatility. There are 116 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.84% | — | Dec 2002 | SPMAX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.83% | — | Jul 1999 | SPMAX vs TLVAX | |
| Boston Trust Midcap Fund | 11.93% | — | — | SPMAX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 12.04% | — | Aug 2011 | SPMAX vs WAMFX | |
| Victory RS Investors Fund | 12.11% | — | Nov 2005 | SPMAX vs RSINX |
Lowest Drawdown Alternatives to SPMAX
SPMAX has a 1-year max drawdown of -12.39%. There are 109 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, VOO, SAMIX. These 20 comparison targets span 7 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