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NAESX vs SSCCX
NAESX vs SSCCX Comparison
Open Charts NAESX vs SSCCX
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
Saratoga Small Capitalization C
Price$0.33
Change+$0.01 (+3.12%)
VolumeN/A
Net Assets5.34M
NAESX vs SSCCX Comparison Chart
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NAESX vs. SSCCX commentary
Apr 25, 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 NAESX is a Buy and SSCCX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. SSCCX (5.34M). NAESX pays higher dividends than SSCCX: NAESX (1.39) vs SSCCX (0.00). NAESX was incepted earlier than SSCCX: NAESX (65 years) vs SSCCX (26 years). SSCCX (2.91) is less costly to investors than NAESX (0.17). SSCCX is a more actively managed with annual turnover of: 135.00 vs. NAESX (12.00). SSCCX has a lower initial minimum investment than NAESX: SSCCX (250) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -2.36 vs. SSCCX (-69.23). NAESX return over 5 years is better than : 71.57 vs. SSCCX (-82.89).
| NAESX | SSCCX | NAESX / SSCCX | |
| Total Expense Ratio | 0.17 | 2.91 | 6% |
| Annual Report Gross Expense Ratio | 0.17 | 2.91 | 6% |
| Fund Existence | 65 years | 26 years | - |
| Gain YTD | -12.247 | -13.514 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250 | 1,200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 5.34M | 2,676,399% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | -2.36 | -69.23 | 3% |
| Returns for 3 years | 4.67 | -80.00 | -6% |
| Returns for 5 years | 71.57 | -82.89 | -86% |
| Returns for 10 years | 78.60 | -95.32 | -82% |