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NAESX vs SSCYX
NAESX vs SSCYX Comparison
Open Charts NAESX vs SSCYX
Vanguard Small Cap Index I
Price$116.87
Change-$0.45 (-0.38%)
VolumeN/A
Net Assets153.28B
Saratoga Small Capitalization A
Price$5.94
Change+$0.02 (+0.34%)
VolumeN/A
Net Assets6.09M
NAESX vs SSCYX Comparison Chart in %
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NAESX vs. SSCYX commentary
Jul 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. SSCYX (6.09M). 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 : 5.95 vs. SSCYX (-11.64). NAESX return over 5 years is better than : 63.08 vs. SSCYX (3.86).
| 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 | 2.041 | 0.509 | 401% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 6.09M | 2,512,315% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 5.95 | -11.64 | -51% |
| Returns for 3 years | 27.09 | -3.74 | -724% |
| Returns for 5 years | 63.08 | 3.86 | 1,634% |
| Returns for 10 years | 110.04 | -35.37 | -311% |