Interact to see
Advertisement
Advertisement
DFSTX vs SSCPX
DFSTX vs SSCPX Comparison
Open Charts DFSTX vs SSCPX
Saratoga Small Capitalization I
Price$7.14
Change-$0.04 (-0.56%)
VolumeN/A
Net Assets5.89M
DFSTX vs SSCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSTX vs. SSCPX commentary
Nov 20, 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 DFSTX is a Hold and SSCPX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.2B vs. SSCPX (5.89M). DFSTX pays higher dividends than SSCPX: DFSTX (1.08) vs SSCPX (0.00). DFSTX was incepted earlier than SSCPX: DFSTX (34 years) vs SSCPX (31 years). SSCPX (1.88) is less costly to investors than DFSTX (0.28). SSCPX is a more actively managed with annual turnover of: 135.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than SSCPX: DFSTX (0) vs SSCPX (250). DFSTX annual gain was more profitable for investors over the last year : -1.58 vs. SSCPX (-11.79). DFSTX return over 5 years is better than : 46.26 vs. SSCPX (-1.64).
| DFSTX | SSCPX | DFSTX / SSCPX | |
| Total Expense Ratio | 0.27 | 1.88 | 14% |
| Annual Report Gross Expense Ratio | 0.28 | 1.88 | 15% |
| Fund Existence | 34 years | 31 years | - |
| Gain YTD | 2.089 | 2.425 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 5.89M | 275,229% |
| Annual Yield % from dividends | 1.08 | 0.00 | - |
| Returns for 1 year | -1.58 | -11.79 | 13% |
| Returns for 3 years | 21.78 | 1.41 | 1,542% |
| Returns for 5 years | 46.26 | -1.64 | -2,814% |
| Returns for 10 years | 67.22 | -22.28 | -302% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FOF | 12.91 | 0.11 | +0.86% |
| Cohen & Steers Closed End Opportunity Fund | |||
| AOTG | 53.82 | 0.22 | +0.41% |
| AOT Growth and Innovation ETF | |||
| SYFI | 35.74 | 0.04 | +0.11% |
| AB Short Duration High Yield ETF | |||
| ESML | 43.67 | 0.03 | +0.07% |
| iShares ESG Aware MSCI USA Small-Cap ETF | |||
| HZEN | 1.46 | -0.18 | -10.98% |
| Grayscale Horizen Trust (ZEN) | |||