Ad is loading...
NAESX vs SSCPX
NAESX vs SSCPX Comparison
Open Charts NAESX vs SSCPX
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
Saratoga Small Capitalization I
Price$7.06
Change-$0.33 (-4.47%)
VolumeN/A
CapitalizationN/A
NAESX vs SSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SSCPX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. SSCPX (7.37M). NAESX pays higher dividends than SSCPX: NAESX (1.31) vs SSCPX (0.00). NAESX was incepted earlier than SSCPX: NAESX (64 years) vs SSCPX (30 years). SSCPX is a more actively managed with annual turnover of: 95.00 vs. NAESX (12.00). 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 : 19.54 vs. SSCPX (8.52). NAESX return over 5 years is better than : 53.79 vs. SSCPX (14.42).
| NAESX | SSCPX | NAESX / SSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 30 years | - |
| Gain YTD | 17.994 | 5.722 | 314% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250 | 1,200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 7.37M | 2,264,714% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 19.54 | 8.52 | 229% |
| Returns for 3 years | 15.71 | -4.15 | -378% |
| Returns for 5 years | 53.79 | 14.42 | 373% |
| Returns for 10 years | 124.30 | -23.96 | -519% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TNXIX | 19.30 | N/A | N/A |
| 1290 Avantis U.S. Large Cap Growth I | |||
| HDVAX | 12.34 | -0.06 | -0.48% |
| Hartford International Equity A | |||
| LGLSX | 49.29 | -0.37 | -0.75% |
| Lord Abbett Growth Leaders R4 | |||
| ISGNX | 15.60 | -0.14 | -0.89% |
| Columbia Integrated Small Cap Gr Instl | |||
| CMGVX | 29.41 | -0.31 | -1.04% |
| Columbia Select Mid Cap Gro Fd I2 | |||