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NAESX vs SSCYX
NAESX vs SSCYX Comparison
Open Charts NAESX vs SSCYX
Vanguard Small Cap Index I
Price$98.59
Change+$1.38 (+1.42%)
VolumeN/A
Net Assets143.36B
Saratoga Small Capitalization A
Price$4.94
Change+$0.06 (+1.23%)
VolumeN/A
Net Assets5.23M
NAESX vs SSCYX Comparison Chart
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NAESX vs. SSCYX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. SSCYX (5.23M). NAESX pays higher dividends than SSCYX: NAESX (1.39) 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 (12.00). 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 : -7.81 vs. SSCYX (-22.78). NAESX return over 5 years is better than : 63.69 vs. SSCYX (8.69).
| 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 | -15.507 | -17.148 | 90% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 5.23M | 2,733,180% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | -7.81 | -22.78 | 34% |
| Returns for 3 years | -0.30 | -23.27 | 1% |
| Returns for 5 years | 63.69 | 8.69 | 733% |
| Returns for 10 years | 70.97 | -50.00 | -142% |
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