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NAESX vs SSCYX
NAESX vs SSCYX Comparison
Open Charts NAESX vs SSCYX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Saratoga Small Capitalization A
Price$5.58
Change-$0.10 (-1.76%)
VolumeN/A
Net Assets5.93M
NAESX vs SSCYX Comparison Chart
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NAESX vs. SSCYX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SSCYX (5.93M). NAESX pays higher dividends than SSCYX: NAESX (1.35) 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 : 5.19 vs. SSCYX (-11.57). NAESX return over 5 years is better than : 63.19 vs. SSCYX (10.28).
| 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 | -4.390 | -5.263 | 83% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 5.93M | 2,495,363% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 5.19 | -11.57 | -45% |
| Returns for 3 years | 31.28 | -2.62 | -1,195% |
| Returns for 5 years | 63.19 | 10.28 | 615% |
| Returns for 10 years | 92.88 | -42.00 | -221% |
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