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SSCPX vs VSMAX
SSCPX vs VSMAX Comparison
Open Charts SSCPX vs VSMAX
Saratoga Small Capitalization I
Price$6.66
Change-$0.11 (-1.62%)
VolumeN/A
Net Assets5.93M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
SSCPX vs VSMAX Comparison Chart
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SSCPX vs. VSMAX commentary
Jun 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SSCPX (5.93M). VSMAX pays higher dividends than SSCPX: VSMAX (1.48) 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 : 5.22 vs. SSCPX (-9.63). VSMAX return over 5 years is better than : 63.38 vs. SSCPX (19.38).
| 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 | -4.993 | -4.364 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.93M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.48 | - |
| Returns for 1 year | -9.63 | 5.22 | -184% |
| Returns for 3 years | 1.83 | 31.37 | 6% |
| Returns for 5 years | 19.38 | 63.38 | 31% |
| Returns for 10 years | -33.52 | 93.38 | -36% |
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