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NAESX vs SSCPX
NAESX vs SSCPX Comparison
Open Charts NAESX vs SSCPX
Vanguard Small Cap Index I
Price$122.10
Change+$1.17 (+0.97%)
VolumeN/A
Net Assets161.26B
Saratoga Small Capitalization I
Price$7.56
Change+$0.07 (+0.93%)
VolumeN/A
Net Assets6.24M
NAESX vs SSCPX Comparison Chart in %
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NAESX 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 NAESX is a Hold and SSCPX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SSCPX (6.24M). NAESX pays higher dividends than SSCPX: NAESX (1.20) 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 : 6.97 vs. SSCPX (-4.71). NAESX return over 5 years is better than : 69.84 vs. SSCPX (20.42).
| 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 | 5.181 | 6.847 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250 | 1,200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 6.24M | 2,578,475% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 6.97 | -4.71 | -148% |
| Returns for 3 years | 49.22 | 19.08 | 258% |
| Returns for 5 years | 69.84 | 20.42 | 342% |
| Returns for 10 years | 145.76 | -13.09 | -1,113% |
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