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SSCPX vs VSMAX
SSCPX vs VSMAX Comparison
Open Charts SSCPX vs VSMAX
Saratoga Small Capitalization I
Price$7.11
Change+$0.07 (+0.99%)
VolumeN/A
Net Assets6.13M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
SSCPX vs VSMAX Comparison Chart in %
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SSCPX vs. VSMAX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. SSCPX (6.13M). VSMAX pays higher dividends than SSCPX: VSMAX (1.40) 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 : 8.49 vs. SSCPX (-8.73). VSMAX return over 5 years is better than : 66.87 vs. SSCPX (17.13).
| 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 | 1.427 | 2.804 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.13M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | -8.73 | 8.49 | -103% |
| Returns for 3 years | 6.28 | 34.27 | 18% |
| Returns for 5 years | 17.13 | 66.87 | 26% |
| Returns for 10 years | -24.27 | 115.21 | -21% |
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