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NAESX vs SSCPX
NAESX vs SSCPX Comparison
Open Charts NAESX vs SSCPX
Vanguard Small Cap Index I
Price$125.81
Change-$1.72 (-1.35%)
VolumeN/A
Net Assets163.34B
Saratoga Small Capitalization I
Price$7.02
Change-$0.13 (-1.82%)
VolumeN/A
Net Assets6.32M
NAESX vs SSCPX Comparison Chart in %
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NAESX vs. SSCPX commentary
Dec 14, 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 SSCPX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. SSCPX (6.32M). NAESX pays higher dividends than SSCPX: NAESX (1.21) vs SSCPX (0.00). NAESX was incepted earlier than SSCPX: NAESX (65 years) vs SSCPX (31 years). SSCPX (1.88) is less costly to investors than NAESX (0.17). SSCPX is a more actively managed with annual turnover of: 145.00 vs. NAESX (13.00). SSCPX has a lower initial minimum investment than NAESX: SSCPX (250) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 4.21 vs. SSCPX (-6.04). NAESX return over 5 years is better than : 42.60 vs. SSCPX (-7.26).
| NAESX | SSCPX | NAESX / SSCPX | |
| Total Expense Ratio | 0.17 | 1.88 | 9% |
| Annual Report Gross Expense Ratio | 0.17 | 1.88 | 9% |
| Fund Existence | 65 years | 31 years | - |
| Gain YTD | 10.991 | 1.997 | 550% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250 | 1,200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 6.32M | 2,580,747% |
| Annual Yield % from dividends | 1.21 | 0.00 | - |
| Returns for 1 year | 4.21 | -6.04 | -70% |
| Returns for 3 years | 41.52 | 13.13 | 316% |
| Returns for 5 years | 42.60 | -7.26 | -586% |
| Returns for 10 years | 152.64 | -18.36 | -831% |
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