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SSCPX vs VSMAX
SSCPX vs VSMAX Comparison
Open Charts SSCPX vs VSMAX
Saratoga Small Capitalization I
Price$7.91
Change-$0.06 (-0.75%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
VS
SSCPX vs VSMAX Comparison Chart
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SSCPX vs. VSMAX commentary
Sep 21, 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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. SSCPX (7.34M). 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). SSCPX annual gain was more profitable for investors over the last year : 30.74 vs. VSMAX (25.54). VSMAX return over 5 years is better than : 53.45 vs. SSCPX (31.20).
| 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 | 13.162 | 10.898 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.34M | 149B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 30.74 | 25.54 | 120% |
| Returns for 3 years | -13.36 | 8.91 | -150% |
| Returns for 5 years | 31.20 | 53.45 | 58% |
| Returns for 10 years | -18.69 | 121.55 | -15% |
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