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SSCPX vs VSMAX
SSCPX vs VSMAX Comparison
Open Charts SSCPX vs VSMAX
Saratoga Small Capitalization I
Price$7.06
Change-$0.33 (-4.47%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
SSCPX vs VSMAX Comparison Chart
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SSCPX vs. VSMAX commentary
Dec 19, 2024
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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. SSCPX (7.37M). VSMAX pays higher dividends than SSCPX: VSMAX (1.42) vs SSCPX (0.00). SSCPX was incepted earlier than VSMAX: SSCPX (30 years) vs VSMAX (24 years). SSCPX is a more actively managed with annual turnover of: 95.00 vs. VSMAX (12.00). SSCPX has a lower initial minimum investment than VSMAX: SSCPX (250) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 19.58 vs. SSCPX (8.52). VSMAX return over 5 years is better than : 53.97 vs. SSCPX (14.42).
| SSCPX | VSMAX | SSCPX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 24 years | - |
| Gain YTD | 5.722 | 18.049 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.37M | 167B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 8.52 | 19.58 | 43% |
| Returns for 3 years | -4.15 | 15.80 | -26% |
| Returns for 5 years | 14.42 | 53.97 | 27% |
| Returns for 10 years | -23.96 | 125.00 | -19% |
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