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NAESX vs SSCPX
NAESX vs SSCPX Comparison
Open Charts NAESX vs SSCPX
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
Saratoga Small Capitalization I
Price$7.34
Change-$0.15 (-2.00%)
VolumeN/A
Net Assets6.86M
NAESX vs SSCPX Comparison Chart in %
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NAESX vs. SSCPX commentary
Feb 04, 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 StrongBuy and SSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SSCPX (6.86M). NAESX pays higher dividends than SSCPX: NAESX (1.16) vs SSCPX (0.00). NAESX was incepted earlier than SSCPX: NAESX (65 years) vs SSCPX (31 years). SSCPX (2.50) 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 : 10.68 vs. SSCPX (4.56). NAESX return over 5 years is better than : 31.77 vs. SSCPX (-17.06).
| NAESX | SSCPX | NAESX / SSCPX | |
| Total Expense Ratio | 0.17 | 2.50 | 7% |
| Annual Report Gross Expense Ratio | 0.17 | 2.50 | 7% |
| Fund Existence | 65 years | 31 years | - |
| Gain YTD | 5.519 | 7.153 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250 | 1,200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 6.86M | 2,361,860% |
| Annual Yield % from dividends | 1.16 | 0.00 | - |
| Returns for 1 year | 10.68 | 4.56 | 234% |
| Returns for 3 years | 33.00 | 11.38 | 290% |
| Returns for 5 years | 31.77 | -17.06 | -186% |
| Returns for 10 years | 185.98 | 55.54 | 335% |
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