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SSCPX vs VSMAX
SSCPX vs VSMAX Comparison
Open Charts SSCPX vs VSMAX
Saratoga Small Capitalization I
Price$6.02
Change+$0.43 (+7.69%)
VolumeN/A
Net Assets5.03M
Vanguard Small Cap Index Admiral Shares
Price$101.55
Change+$8.69 (+9.36%)
VolumeN/A
Net Assets143.36B
SSCPX vs VSMAX Comparison Chart
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SSCPX vs. VSMAX commentary
Apr 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. SSCPX (5.03M). VSMAX pays higher dividends than SSCPX: VSMAX (1.52) vs SSCPX (0.00). SSCPX was incepted earlier than VSMAX: SSCPX (31 years) vs VSMAX (24 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 (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 : -13.67 vs. SSCPX (-25.37). VSMAX return over 5 years is better than : 56.52 vs. SSCPX (13.18).
| 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 | 24 years | - |
| Gain YTD | -20.257 | -19.288 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.03M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | -25.37 | -13.67 | 186% |
| Returns for 3 years | -23.00 | -5.11 | 450% |
| Returns for 5 years | 13.18 | 56.52 | 23% |
| Returns for 10 years | -45.02 | 63.59 | -71% |
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