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SSCPX vs VSMAX
SSCPX vs VSMAX Comparison
Open Charts SSCPX vs VSMAX
Saratoga Small Capitalization I
Price$7.08
Change+$0.10 (+1.43%)
VolumeN/A
Net Assets6.27M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
SSCPX vs VSMAX Comparison Chart in %
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SSCPX vs. VSMAX commentary
Jul 06, 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 SSCPX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SSCPX (6.28M). VSMAX pays higher dividends than SSCPX: VSMAX (1.40) vs SSCPX (0.00). SSCPX was incepted earlier than VSMAX: SSCPX (31 years) vs VSMAX (25 years). SSCPX (1.88) is less costly to investors than VSMAX (0.05). SSCPX is a more actively managed with annual turnover of: 135.00 vs. VSMAX (13.00). SSCPX has a lower initial minimum investment than VSMAX: SSCPX (250) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. SSCPX (-2.75). VSMAX return over 5 years is better than : 69.54 vs. SSCPX (21.05).
| SSCPX | VSMAX | SSCPX / VSMAX | |
| Total Expense Ratio | 1.88 | 0.05 | 3,760% |
| Annual Report Gross Expense Ratio | 1.88 | 0.05 | 3,760% |
| Fund Existence | 31 years | 25 years | - |
| Gain YTD | 0.999 | 1.447 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.28M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | -2.75 | 12.25 | -22% |
| Returns for 3 years | 11.67 | 37.95 | 31% |
| Returns for 5 years | 21.05 | 69.54 | 30% |
| Returns for 10 years | -27.67 | 109.34 | -25% |
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