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NAESX vs SSCYX
NAESX vs SSCYX Comparison
Open Charts NAESX vs SSCYX
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
Saratoga Small Capitalization A
Price$6.03
Change-$0.24 (-3.83%)
VolumeN/A
Net Assets6.86M
NAESX vs SSCYX Comparison Chart in %
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NAESX vs. SSCYX commentary
Feb 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SSCYX (6.86M). NAESX pays higher dividends than SSCYX: NAESX (1.16) vs SSCYX (0.00). NAESX was incepted earlier than SSCYX: NAESX (65 years) vs SSCYX (20 years). SSCYX (2.92) 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 : 10.68 vs. SSCYX (2.38). NAESX return over 5 years is better than : 31.77 vs. SSCYX (-24.72).
| NAESX | SSCYX | NAESX / SSCYX | |
| Total Expense Ratio | 0.17 | 2.92 | 6% |
| Annual Report Gross Expense Ratio | 0.17 | 2.92 | 6% |
| Fund Existence | 65 years | 20 years | - |
| Gain YTD | 5.519 | 7.105 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 6.86M | 2,361,860% |
| Annual Yield % from dividends | 1.16 | 0.00 | - |
| Returns for 1 year | 10.68 | 2.38 | 449% |
| Returns for 3 years | 33.00 | 6.16 | 536% |
| Returns for 5 years | 31.77 | -24.72 | -129% |
| Returns for 10 years | 185.98 | 37.05 | 502% |
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