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NAESX vs SSCYX
NAESX vs SSCYX Comparison
Open Charts NAESX vs SSCYX
Vanguard Small Cap Index I
Price$124.00
Change+$0.80 (+0.65%)
VolumeN/A
Net Assets162.36B
Saratoga Small Capitalization A
Price$6.43
Change+$0.11 (+1.74%)
VolumeN/A
Net Assets6.33M
NAESX vs SSCYX Comparison Chart in %
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NAESX vs. SSCYX commentary
Oct 27, 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 StrongBuy and SSCYX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SSCYX (6.33M). NAESX pays higher dividends than SSCYX: NAESX (1.23) 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 : 9.34 vs. SSCYX (-4.17). NAESX return over 5 years is better than : 57.75 vs. SSCYX (2.39).
| 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 | 7.919 | 9.168 | 86% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 6.33M | 2,559,646% |
| Annual Yield % from dividends | 1.23 | 0.00 | - |
| Returns for 1 year | 9.34 | -4.17 | -224% |
| Returns for 3 years | 42.31 | 6.28 | 674% |
| Returns for 5 years | 57.75 | 2.39 | 2,418% |
| Returns for 10 years | 138.41 | -26.09 | -530% |
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