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NAESX vs SSCPX
NAESX vs SSCPX Comparison
Open Charts NAESX vs SSCPX
Vanguard Small Cap Index I
Price$101.55
Change+$8.70 (+9.37%)
VolumeN/A
Net Assets143.36B
Saratoga Small Capitalization I
Price$6.02
Change+$0.43 (+7.69%)
VolumeN/A
Net Assets5.03M
NAESX vs SSCPX Comparison Chart
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NAESX vs. SSCPX commentary
Apr 11, 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 Buy and SSCPX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. SSCPX (5.03M). NAESX pays higher dividends than SSCPX: NAESX (1.39) 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 (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 : -13.70 vs. SSCPX (-25.37). NAESX return over 5 years is better than : 56.35 vs. SSCPX (13.18).
| 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 | -19.296 | -20.257 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250 | 1,200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 5.03M | 2,845,205% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | -13.70 | -25.37 | 54% |
| Returns for 3 years | -5.18 | -23.00 | 23% |
| Returns for 5 years | 56.35 | 13.18 | 428% |
| Returns for 10 years | 63.14 | -45.02 | -140% |
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