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NAESX vs SSCPX
NAESX vs SSCPX Comparison
Open Charts NAESX vs SSCPX
Vanguard Small Cap Index I
Price$118.15
Change+$0.31 (+0.26%)
VolumeN/A
Net Assets154.18B
Saratoga Small Capitalization I
Price$7.19
Change-$0.07 (-0.96%)
VolumeN/A
Net Assets6.13M
NAESX vs SSCPX Comparison Chart in %
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NAESX vs. SSCPX commentary
Aug 20, 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 Hold and SSCPX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. SSCPX (6.13M). NAESX pays higher dividends than SSCPX: NAESX (1.25) 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: 135.00 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 : 9.28 vs. SSCPX (-4.72). NAESX return over 5 years is better than : 58.80 vs. SSCPX (12.21).
| 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 | 2.763 | 3.566 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250 | 1,200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 6.13M | 2,513,465% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 9.28 | -4.72 | -196% |
| Returns for 3 years | 24.25 | -0.95 | -2,539% |
| Returns for 5 years | 58.80 | 12.21 | 482% |
| Returns for 10 years | 124.92 | -19.14 | -653% |
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