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NAESX vs SSCPX
NAESX vs SSCPX Comparison
Open Charts NAESX vs SSCPX
Vanguard Small Cap Index I
Price$125.34
Change+$0.54 (+0.43%)
VolumeN/A
Net Assets163.34B
Saratoga Small Capitalization I
Price$6.91
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets6.09M
NAESX vs SSCPX Comparison Chart in %
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NAESX vs. SSCPX commentary
Jan 03, 2026
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 Hold and SSCPX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. SSCPX (6.09M). NAESX pays higher dividends than SSCPX: NAESX (1.22) 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 : 7.55 vs. SSCPX (-2.28). NAESX return over 5 years is better than : 34.45 vs. SSCPX (-15.54).
| 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 | 0.000 | 0.000 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250 | 1,200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 6.09M | 2,675,201% |
| Annual Yield % from dividends | 1.22 | 0.00 | - |
| Returns for 1 year | 7.55 | -2.28 | -331% |
| Returns for 3 years | 41.89 | 12.85 | 326% |
| Returns for 5 years | 34.45 | -15.54 | -222% |
| Returns for 10 years | 141.12 | 23.23 | 608% |
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