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NAESX vs SSCCX
NAESX vs SSCCX Comparison
Open Charts NAESX vs SSCCX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Saratoga Small Capitalization C
Price$0.35
Change-$0.01 (-2.78%)
VolumeN/A
Net Assets5.93M
NAESX vs SSCCX Comparison Chart
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NAESX vs. SSCCX 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 NAESX is a Buy and SSCCX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SSCCX (5.93M). NAESX pays higher dividends than SSCCX: NAESX (1.35) vs SSCCX (0.00). NAESX was incepted earlier than SSCCX: NAESX (65 years) vs SSCCX (26 years). SSCCX (2.91) is less costly to investors than NAESX (0.17). SSCCX is a more actively managed with annual turnover of: 135.00 vs. NAESX (13.00). SSCCX has a lower initial minimum investment than NAESX: SSCCX (250) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. SSCCX (-66.67). NAESX return over 5 years is better than : 63.19 vs. SSCCX (-83.72).
| NAESX | SSCCX | NAESX / SSCCX | |
| Total Expense Ratio | 0.17 | 2.91 | 6% |
| Annual Report Gross Expense Ratio | 0.17 | 2.91 | 6% |
| Fund Existence | 65 years | 26 years | - |
| Gain YTD | -4.390 | -5.405 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250 | 1,200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 5.93M | 2,495,363% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 5.19 | -66.67 | -8% |
| Returns for 3 years | 31.28 | -76.03 | -41% |
| Returns for 5 years | 63.19 | -83.72 | -75% |
| Returns for 10 years | 92.88 | -94.88 | -98% |
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