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NAESX vs SSCPX
NAESX vs SSCPX Comparison
Open Charts NAESX vs SSCPX
Vanguard Small Cap Index I
Price$108.66
Change-$3.08 (-2.76%)
VolumeN/A
Net Assets139.54B
Saratoga Small Capitalization I
Price$6.56
Change-$0.16 (-2.38%)
VolumeN/A
Net Assets5.81M
NAESX vs SSCPX Comparison Chart
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NAESX vs. SSCPX commentary
May 23, 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 SSCPX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. SSCPX (5.81M). NAESX pays higher dividends than SSCPX: NAESX (1.43) vs SSCPX (0.00). NAESX was incepted earlier than SSCPX: NAESX (65 years) vs SSCPX (31 years). SSCPX (1.88) is less costly to investors than NAESX (0.17). SSCPX is a more actively managed with annual turnover of: 135.00 vs. NAESX (13.00). SSCPX has a lower initial minimum investment than NAESX: SSCPX (250) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 3.90 vs. SSCPX (-10.88). NAESX return over 5 years is better than : 72.06 vs. SSCPX (22.21).
| NAESX | SSCPX | NAESX / SSCPX | |
| Total Expense Ratio | 0.17 | 1.88 | 9% |
| Annual Report Gross Expense Ratio | 0.17 | 1.88 | 9% |
| Fund Existence | 65 years | 31 years | - |
| Gain YTD | -2.877 | -4.137 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250 | 1,200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 5.81M | 2,410,468% |
| Annual Yield % from dividends | 1.43 | 0.00 | - |
| Returns for 1 year | 3.90 | -10.88 | -36% |
| Returns for 3 years | 27.11 | 2.28 | 1,187% |
| Returns for 5 years | 72.06 | 22.21 | 325% |
| Returns for 10 years | 96.13 | -31.83 | -302% |
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