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NAESX vs SSCYX
NAESX vs SSCYX Comparison
Open Charts NAESX vs SSCYX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Saratoga Small Capitalization A
Price$6.04
Change+$0.01 (+0.17%)
VolumeN/A
Net Assets6.13M
NAESX vs SSCYX Comparison Chart in %
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NAESX vs. SSCYX commentary
Aug 19, 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: 154B vs. SSCYX (6.13M). NAESX pays higher dividends than SSCYX: NAESX (1.25) 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 : 9.15 vs. SSCYX (-6.93). NAESX return over 5 years is better than : 57.53 vs. SSCYX (3.25).
| 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 | 2.494 | 2.547 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| 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 | 9.15 | -6.93 | -132% |
| Returns for 3 years | 20.39 | -7.79 | -262% |
| Returns for 5 years | 57.53 | 3.25 | 1,771% |
| Returns for 10 years | 112.59 | -33.33 | -338% |
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