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SSCPX vs VEXRX
SSCPX vs VEXRX Comparison
Open Charts SSCPX vs VEXRX
Saratoga Small Capitalization I
Price$6.41
Change-$0.01 (-0.16%)
VolumeN/A
Net Assets5.55M
SSCPX vs VEXRX Comparison Chart
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SSCPX vs. VEXRX commentary
May 11, 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 SSCPX is a Buy and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 18.9B vs. SSCPX (5.55M). VEXRX pays higher dividends than SSCPX: VEXRX (0.57) vs SSCPX (0.00). SSCPX was incepted earlier than VEXRX: SSCPX (31 years) vs VEXRX (24 years). SSCPX (1.88) is less costly to investors than VEXRX (0.33). SSCPX is a more actively managed with annual turnover of: 135.00 vs. VEXRX (35.00). SSCPX has a lower initial minimum investment than VEXRX: SSCPX (250) vs VEXRX (50000). VEXRX annual gain was more profitable for investors over the last year : -8.48 vs. SSCPX (-13.73). SSCPX return over 5 years is better than : 20.51 vs. VEXRX (14.25).
| SSCPX | VEXRX | SSCPX / VEXRX | |
| Total Expense Ratio | 1.88 | 0.33 | 570% |
| Annual Report Gross Expense Ratio | 1.88 | 0.33 | 570% |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | -8.559 | -7.918 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.55M | 18.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | -13.73 | -8.48 | 162% |
| Returns for 3 years | -3.61 | 8.98 | -40% |
| Returns for 5 years | 20.51 | 14.25 | 144% |
| Returns for 10 years | -34.38 | 8.67 | -396% |
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|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GSIE | 37.92 | 0.22 | +0.58% |
| Goldman Sachs ActiveBeta® Intl Eq ETF | |||
| ULST | 40.51 | 0.04 | +0.10% |
| SPDR® SSgA Ultra Short Term Bond ETF | |||
| THLV | 27.21 | 0.02 | +0.09% |
| THOR Equal Weight Low Volatility ETF | |||
| PMF | 8.24 | N/A | N/A |
| PIMCO Municipal Income FUND | |||
| TBX | 28.44 | N/A | N/A |
| ProShares Short 7-10 Year Treasury | |||