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NAESX vs SSCPX
NAESX vs SSCPX Comparison
Open Charts NAESX vs SSCPX
Vanguard Small Cap Index I
Price$117.71
Change-$0.46 (-0.39%)
VolumeN/A
Net Assets153.28B
Saratoga Small Capitalization I
Price$7.10
Change-$0.01 (-0.14%)
VolumeN/A
Net Assets6.13M
NAESX vs SSCPX Comparison Chart in %
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NAESX vs. SSCPX commentary
Jul 29, 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 StrongBuy and SSCPX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. SSCPX (6.13M). NAESX pays higher dividends than SSCPX: NAESX (1.28) 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 : 8.46 vs. SSCPX (-8.73). NAESX return over 5 years is better than : 66.66 vs. SSCPX (17.13).
| 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 | 2.781 | 1.427 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250 | 1,200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 6.13M | 2,495,515% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 8.46 | -8.73 | -97% |
| Returns for 3 years | 34.15 | 6.28 | 544% |
| Returns for 5 years | 66.66 | 17.13 | 389% |
| Returns for 10 years | 114.71 | -24.27 | -473% |
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