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NAESX vs SSCPX
NAESX vs SSCPX Comparison
Open Charts NAESX vs SSCPX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
Saratoga Small Capitalization I
Price$7.91
Change-$0.06 (-0.75%)
VolumeN/A
CapitalizationN/A
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NAESX vs SSCPX Comparison Chart
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NAESX vs. SSCPX commentary
Sep 21, 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 StrongBuy and SSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. SSCPX (7.34M). 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). SSCPX annual gain was more profitable for investors over the last year : 30.74 vs. NAESX (25.47). NAESX return over 5 years is better than : 53.25 vs. SSCPX (31.20).
| 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 | 10.861 | 13.162 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250 | 1,200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 7.34M | 2,028,867% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 25.47 | 30.74 | 83% |
| Returns for 3 years | 8.84 | -13.36 | -66% |
| Returns for 5 years | 53.25 | 31.20 | 171% |
| Returns for 10 years | 120.79 | -18.69 | -646% |
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