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SSCPX vs VSMAX
SSCPX vs VSMAX Comparison
Open Charts SSCPX vs VSMAX
Saratoga Small Capitalization I
Price$7.09
Change+$0.04 (+0.57%)
VolumeN/A
Net Assets6.99M
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
SSCPX vs VSMAX Comparison Chart
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SSCPX vs. VSMAX commentary
Jan 19, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. SSCPX (6.99M). 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 : 21.26 vs. SSCPX (4.73). VSMAX return over 5 years is better than : 48.99 vs. SSCPX (6.48).
| 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 | 1.141 | 3.369 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.99M | 155B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 4.73 | 21.26 | 22% |
| Returns for 3 years | -7.92 | 17.25 | -46% |
| Returns for 5 years | 6.48 | 48.99 | 13% |
| Returns for 10 years | -25.67 | 127.10 | -20% |
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