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EMGRX vs VSMAX
EMGRX vs VSMAX Comparison
Open Charts EMGRX vs VSMAX
Nuveen Small Cap Select A
Price$10.43
Change-$0.11 (-1.04%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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EMGRX vs VSMAX Comparison Chart
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EMGRX vs. VSMAX commentary
Sep 21, 2024
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 EMGRX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. EMGRX (141M). VSMAX pays higher dividends than EMGRX: VSMAX (1.42) vs EMGRX (0.00). EMGRX was incepted earlier than VSMAX: EMGRX (32 years) vs VSMAX (24 years). EMGRX is a more actively managed with annual turnover of: 42.00 vs. VSMAX (12.00). EMGRX (3000) and VSMAX (3000) have matching initial minimum investment requirements. VSMAX annual gain was more profitable for investors over the last year : 25.54 vs. EMGRX (21.18). VSMAX return over 5 years is better than : 53.45 vs. EMGRX (36.65).
| EMGRX | VSMAX | EMGRX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 10.872 | 10.898 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141M | 149B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 21.18 | 25.54 | 83% |
| Returns for 3 years | -9.28 | 8.91 | -104% |
| Returns for 5 years | 36.65 | 53.45 | 69% |
| Returns for 10 years | -26.35 | 121.55 | -22% |