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NAESX vs SSCYX
NAESX vs SSCYX Comparison
Open Charts NAESX vs SSCYX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Saratoga Small Capitalization A
Price$5.93
Change+$0.08 (+1.37%)
VolumeN/A
Net Assets6.27M
NAESX vs SSCYX Comparison Chart in %
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NAESX vs. SSCYX commentary
Jul 07, 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: 148B vs. SSCYX (6.28M). NAESX pays higher dividends than SSCYX: NAESX (1.28) 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 : 12.22 vs. SSCYX (-4.82). NAESX return over 5 years is better than : 69.32 vs. SSCYX (11.68).
| 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 | 1.432 | 0.679 | 211% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 6.28M | 2,358,566% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 12.22 | -4.82 | -254% |
| Returns for 3 years | 37.83 | 6.85 | 552% |
| Returns for 5 years | 69.32 | 11.68 | 594% |
| Returns for 10 years | 108.83 | -36.91 | -295% |
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