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NAESX vs SSCYX
NAESX vs SSCYX Comparison
Open Charts NAESX vs SSCYX
Vanguard Small Cap Index I
Price$108.59
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
Saratoga Small Capitalization A
Price$5.50
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.66M
NAESX vs SSCYX Comparison Chart
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NAESX vs. SSCYX commentary
May 23, 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 SSCYX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. SSCYX (5.66M). NAESX pays higher dividends than SSCYX: NAESX (1.43) vs SSCYX (0.00). NAESX was incepted earlier than SSCYX: NAESX (65 years) vs SSCYX (19 years). SSCYX (2.28) is less costly to investors than NAESX (0.17). SSCYX is a more actively managed with annual turnover of: 135.00 vs. NAESX (13.00). SSCYX has a lower initial minimum investment than NAESX: SSCYX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 1.75 vs. SSCYX (-14.20). NAESX return over 5 years is better than : 67.31 vs. SSCYX (10.22).
| NAESX | SSCYX | NAESX / SSCYX | |
| Total Expense Ratio | 0.17 | 2.28 | 7% |
| Annual Report Gross Expense Ratio | 0.17 | 2.28 | 7% |
| Fund Existence | 65 years | 19 years | - |
| Gain YTD | -5.554 | -6.621 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 5.66M | 2,473,935% |
| Annual Yield % from dividends | 1.43 | 0.00 | - |
| Returns for 1 year | 1.75 | -14.20 | -12% |
| Returns for 3 years | 22.26 | -5.66 | -393% |
| Returns for 5 years | 67.31 | 10.22 | 659% |
| Returns for 10 years | 90.72 | -41.92 | -216% |
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