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SSCYX vs VSMAX
SSCYX vs VSMAX Comparison
Open Charts SSCYX vs VSMAX
Saratoga Small Capitalization A
Price$4.94
Change+$0.06 (+1.23%)
VolumeN/A
Net Assets5.23M
Vanguard Small Cap Index Admiral Shares
Price$98.60
Change+$1.38 (+1.42%)
VolumeN/A
Net Assets143.36B
SSCYX vs VSMAX Comparison Chart
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SSCYX vs. VSMAX commentary
Apr 12, 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 SSCYX is a Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. SSCYX (5.23M). VSMAX pays higher dividends than SSCYX: VSMAX (1.52) vs SSCYX (0.00). SSCYX was incepted earlier than VSMAX: SSCYX (19 years) vs VSMAX (24 years). SSCYX (2.28) is less costly to investors than VSMAX (0.05). SSCYX is a more actively managed with annual turnover of: 135.00 vs. VSMAX (12.00). SSCYX has a lower initial minimum investment than VSMAX: SSCYX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : -7.79 vs. SSCYX (-22.78). VSMAX return over 5 years is better than : 63.87 vs. SSCYX (8.69).
| SSCYX | VSMAX | SSCYX / VSMAX | |
| Total Expense Ratio | 2.28 | 0.05 | 4,560% |
| Annual Report Gross Expense Ratio | 2.28 | 0.05 | 4,560% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | -17.148 | -15.498 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.23M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | -22.78 | -7.79 | 292% |
| Returns for 3 years | -23.27 | -0.22 | 10,796% |
| Returns for 5 years | 8.69 | 63.87 | 14% |
| Returns for 10 years | -50.00 | 71.41 | -70% |
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