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FMPFX vs VSGAX
FMPFX vs VSGAX Comparison
Open Charts FMPFX vs VSGAX
Nuveen Small Cap Growth Opp R6
Price$32.96
Change+$0.56 (+1.73%)
VolumeN/A
Net Assets207.09M
Vanguard Small Cap Growth Index Admiral
Price$90.55
Change+$1.36 (+1.52%)
VolumeN/A
Net Assets32.98B
FMPFX vs VSGAX Comparison Chart
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FMPFX vs. VSGAX commentary
May 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 FMPFX is a Buy and VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 33B vs. FMPFX (207M). VSGAX pays higher dividends than FMPFX: VSGAX (0.60) vs FMPFX (0.00). FMPFX was incepted earlier than VSGAX: FMPFX (9 years) vs VSGAX (14 years). FMPFX (0.96) is less costly to investors than VSGAX (0.07). FMPFX is a more actively managed with annual turnover of: 67.00 vs. VSGAX (21.00). VSGAX has a lower initial minimum investment than FMPFX: VSGAX (3000) vs FMPFX (1000000). VSGAX annual gain was more profitable for investors over the last year : 1.83 vs. FMPFX (-0.49). VSGAX return over 5 years is better than : 39.87 vs. FMPFX (18.36).
| FMPFX | VSGAX | FMPFX / VSGAX | |
| Total Expense Ratio | 0.81 | 0.07 | 1,157% |
| Annual Report Gross Expense Ratio | 0.96 | 0.07 | 1,371% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -10.455 | -9.351 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 33B | 1% |
| Annual Yield % from dividends | 0.00 | 0.60 | - |
| Returns for 1 year | -0.49 | 1.83 | -27% |
| Returns for 3 years | 23.39 | 26.49 | 88% |
| Returns for 5 years | 18.36 | 39.87 | 46% |
| Returns for 10 years | N/A | 95.80 | - |