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NAESX vs SSCPX
NAESX vs SSCPX Comparison
Open Charts NAESX vs SSCPX
Vanguard Small Cap Index I
Price$117.69
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
Saratoga Small Capitalization I
Price$7.14
Change-$0.04 (-0.56%)
VolumeN/A
Net Assets5.89M
NAESX vs SSCPX Comparison Chart in %
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NAESX vs. SSCPX commentary
Nov 20, 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: 162B vs. SSCPX (5.89M). NAESX pays higher dividends than SSCPX: NAESX (1.22) 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 : -0.86 vs. SSCPX (-11.79). NAESX return over 5 years is better than : 39.31 vs. SSCPX (-1.64).
| 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 | 2.409 | 2.425 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250 | 1,200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 5.89M | 2,752,294% |
| Annual Yield % from dividends | 1.22 | 0.00 | - |
| Returns for 1 year | -0.86 | -11.79 | 7% |
| Returns for 3 years | 29.99 | 1.41 | 2,124% |
| Returns for 5 years | 39.31 | -1.64 | -2,391% |
| Returns for 10 years | 122.07 | -22.28 | -548% |
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