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NAESX vs SSCYX
NAESX vs SSCYX Comparison
Open Charts NAESX vs SSCYX
Vanguard Small Cap Index I
Price$120.95
Change+$3.55 (+3.02%)
VolumeN/A
Net Assets154.18B
Saratoga Small Capitalization A
Price$6.23
Change+$0.20 (+3.32%)
VolumeN/A
Net Assets6.11M
NAESX vs SSCYX Comparison Chart in %
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NAESX vs. SSCYX commentary
Aug 23, 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: 154B vs. SSCYX (6.11M). NAESX pays higher dividends than SSCYX: NAESX (1.25) 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 : 7.91 vs. SSCYX (-7.94). NAESX return over 5 years is better than : 59.12 vs. SSCYX (3.08).
| 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 | 2.111 | 2.377 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 6.11M | 2,520,458% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 7.91 | -7.94 | -100% |
| Returns for 3 years | 26.06 | -4.74 | -550% |
| Returns for 5 years | 59.12 | 3.08 | 1,921% |
| Returns for 10 years | 134.41 | -26.73 | -503% |
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