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NAESX vs SSCYX
NAESX vs SSCYX Comparison
Open Charts NAESX vs SSCYX
Vanguard Small Cap Index I
Price$122.36
Change-$0.15 (-0.12%)
VolumeN/A
Net Assets161.26B
Saratoga Small Capitalization A
Price$6.31
Change-$0.06 (-0.94%)
VolumeN/A
Net Assets6.38M
NAESX vs SSCYX Comparison Chart in %
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NAESX vs. SSCYX commentary
Sep 18, 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: 161B vs. SSCYX (6.38M). NAESX pays higher dividends than SSCYX: NAESX (1.20) vs SSCYX (0.00). NAESX was incepted earlier than SSCYX: NAESX (65 years) vs SSCYX (20 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 : 10.47 vs. SSCYX (-3.92). NAESX return over 5 years is better than : 66.22 vs. SSCYX (10.40).
| 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 | 20 years | - |
| Gain YTD | 6.555 | 8.149 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 6.38M | 2,524,302% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 10.47 | -3.92 | -267% |
| Returns for 3 years | 39.00 | 8.15 | 479% |
| Returns for 5 years | 66.22 | 10.40 | 637% |
| Returns for 10 years | 132.70 | -27.28 | -486% |
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