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NAESX vs SSCYX
NAESX vs SSCYX Comparison
Open Charts NAESX vs SSCYX
Vanguard Small Cap Index I
Price$130.85
Change+$0.30 (+0.23%)
VolumeN/A
Net Assets162.31B
Saratoga Small Capitalization A
Price$5.95
Change-$0.01 (-0.17%)
VolumeN/A
Net Assets6.43M
NAESX vs SSCYX Comparison Chart in %
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NAESX vs. SSCYX commentary
Jan 15, 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 SSCYX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SSCYX (6.43M). NAESX pays higher dividends than SSCYX: NAESX (1.22) vs SSCYX (0.00). NAESX was incepted earlier than SSCYX: NAESX (65 years) vs SSCYX (20 years). SSCYX (2.28) is less costly to investors than NAESX (0.17). SSCYX is a more actively managed with annual turnover of: 145.00 vs. NAESX (13.00). SSCYX has a lower initial minimum investment than NAESX: SSCYX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.98 vs. SSCYX (2.94). NAESX return over 5 years is better than : 34.90 vs. SSCYX (-24.01).
| NAESX | SSCYX | NAESX / SSCYX | |
| Total Expense Ratio | 0.17 | 2.28 | 7% |
| Annual Report Gross Expense Ratio | 0.17 | 2.28 | 7% |
| Fund Existence | 65 years | 20 years | - |
| Gain YTD | 5.883 | 5.684 | 104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 6.43M | 2,519,832% |
| Annual Yield % from dividends | 1.22 | 0.00 | - |
| Returns for 1 year | 12.98 | 2.94 | 441% |
| Returns for 3 years | 40.70 | 8.18 | 497% |
| Returns for 5 years | 34.90 | -24.01 | -145% |
| Returns for 10 years | 185.16 | 28.23 | 656% |
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