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NAESX vs SSCYX
NAESX vs SSCYX Comparison
Open Charts NAESX vs SSCYX
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
Saratoga Small Capitalization A
Price$6.36
Change+$0.03 (+0.47%)
VolumeN/A
Net Assets6.39M
NAESX vs SSCYX Comparison Chart in %
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NAESX vs. SSCYX commentary
Sep 09, 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 SSCYX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SSCYX (6.39M). NAESX pays higher dividends than SSCYX: NAESX (1.20) 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: 135.00 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 : 13.62 vs. SSCYX (-1.09). NAESX return over 5 years is better than : 66.60 vs. SSCYX (11.44).
| 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 | 6.494 | 7.470 | 87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 6.39M | 2,519,956% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 13.62 | -1.09 | -1,245% |
| Returns for 3 years | 39.23 | 7.29 | 538% |
| Returns for 5 years | 66.60 | 11.44 | 582% |
| Returns for 10 years | 132.36 | -26.91 | -492% |
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