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NAESX vs SSCPX
NAESX vs SSCPX Comparison
Open Charts NAESX vs SSCPX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Saratoga Small Capitalization I
Price$6.66
Change-$0.11 (-1.62%)
VolumeN/A
Net Assets5.93M
NAESX vs SSCPX Comparison Chart
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NAESX vs. SSCPX commentary
Jun 16, 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 StrongBuy and SSCPX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SSCPX (5.93M). NAESX pays higher dividends than SSCPX: NAESX (1.35) 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 : 5.19 vs. SSCPX (-9.63). NAESX return over 5 years is better than : 63.19 vs. SSCPX (19.38).
| 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 | -4.390 | -4.993 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250 | 1,200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 5.93M | 2,495,363% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 5.19 | -9.63 | -54% |
| Returns for 3 years | 31.28 | 1.83 | 1,705% |
| Returns for 5 years | 63.19 | 19.38 | 326% |
| Returns for 10 years | 92.88 | -33.52 | -277% |
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