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SSCPX vs VSMAX
SSCPX vs VSMAX Comparison
Open Charts SSCPX vs VSMAX
Saratoga Small Capitalization I
Price$6.56
Change-$0.16 (-2.38%)
VolumeN/A
Net Assets5.81M
Vanguard Small Cap Index Admiral Shares
Price$108.61
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
SSCPX vs VSMAX Comparison Chart
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SSCPX vs. VSMAX commentary
May 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 SSCPX is a Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. SSCPX (5.81M). VSMAX pays higher dividends than SSCPX: VSMAX (1.56) vs SSCPX (0.00). SSCPX was incepted earlier than VSMAX: SSCPX (31 years) vs VSMAX (25 years). SSCPX (1.88) is less costly to investors than VSMAX (0.05). SSCPX is a more actively managed with annual turnover of: 135.00 vs. VSMAX (13.00). 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 : 3.93 vs. SSCPX (-10.88). VSMAX return over 5 years is better than : 72.27 vs. SSCPX (22.21).
| SSCPX | VSMAX | SSCPX / VSMAX | |
| Total Expense Ratio | 1.88 | 0.05 | 3,760% |
| Annual Report Gross Expense Ratio | 1.88 | 0.05 | 3,760% |
| Fund Existence | 31 years | 25 years | - |
| Gain YTD | -4.137 | -2.861 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.81M | 140B | 0% |
| Annual Yield % from dividends | 0.00 | 1.56 | - |
| Returns for 1 year | -10.88 | 3.93 | -277% |
| Returns for 3 years | 2.28 | 27.20 | 8% |
| Returns for 5 years | 22.21 | 72.27 | 31% |
| Returns for 10 years | -31.83 | 96.62 | -33% |
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