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NAESX vs SSCPX
NAESX vs SSCPX Comparison
Open Charts NAESX vs SSCPX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Saratoga Small Capitalization I
Price$7.09
Change+$0.04 (+0.57%)
VolumeN/A
Net Assets6.99M
NAESX vs SSCPX Comparison Chart
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NAESX vs. SSCPX commentary
Jan 19, 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: 155B vs. SSCPX (6.99M). 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 : 21.23 vs. SSCPX (4.73). NAESX return over 5 years is better than : 48.81 vs. SSCPX (6.48).
| 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 | 3.370 | 1.141 | 295% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250 | 1,200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 6.99M | 2,218,723% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 21.23 | 4.73 | 449% |
| Returns for 3 years | 17.16 | -7.92 | -217% |
| Returns for 5 years | 48.81 | 6.48 | 754% |
| Returns for 10 years | 126.44 | -25.67 | -493% |