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DFSTX vs SSCPX
DFSTX vs SSCPX Comparison
Open Charts DFSTX vs SSCPX
Saratoga Small Capitalization I
Price$7.56
Change+$0.07 (+0.93%)
VolumeN/A
Net Assets6.24M
DFSTX vs SSCPX Comparison Chart in %
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DFSTX vs. SSCPX commentary
Sep 27, 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: 16.9B vs. SSCPX (6.24M). DFSTX pays higher dividends than SSCPX: DFSTX (1.05) 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 : 6.62 vs. SSCPX (-4.71). DFSTX return over 5 years is better than : 81.27 vs. SSCPX (20.42).
| 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 | 5.278 | 6.847 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 6.24M | 270,660% |
| Annual Yield % from dividends | 1.05 | 0.00 | - |
| Returns for 1 year | 6.62 | -4.71 | -141% |
| Returns for 3 years | 43.49 | 19.08 | 228% |
| Returns for 5 years | 81.27 | 20.42 | 398% |
| Returns for 10 years | 86.66 | -13.09 | -662% |
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