Interact to see
Advertisement
Advertisement
NCEGX vs VTSMX
NCEGX vs VTSMX Comparison
Open Charts NCEGX vs VTSMX
The North Country Large Cap Equity Fund
Price$22.18
Change-$0.14 (-0.63%)
VolumeN/A
Net Assets127.43M
Vanguard Total Stock Mkt Idx I
Price$150.46
Change-$0.66 (-0.44%)
VolumeN/A
Net Assets1.91T
NCEGX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NCEGX vs. VTSMX commentary
Aug 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 NCEGX is a Buy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. NCEGX (127M). VTSMX pays higher dividends than NCEGX: VTSMX (1.09) vs NCEGX (0.18). NCEGX was incepted earlier than VTSMX: NCEGX (24 years) vs VTSMX (33 years). NCEGX (1.12) is less costly to investors than VTSMX (0.14). NCEGX is a more actively managed with annual turnover of: 3.00 vs. VTSMX (2.00). NCEGX has a lower initial minimum investment than VTSMX: NCEGX (500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 21.79 vs. NCEGX (8.97). VTSMX return over 5 years is better than : 83.70 vs. NCEGX (4.33).
| NCEGX | VTSMX | NCEGX / VTSMX | |
| Total Expense Ratio | 1.03 | 0.14 | 736% |
| Annual Report Gross Expense Ratio | 1.12 | 0.14 | 800% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 6.235 | 7.223 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 1.91T | 0% |
| Annual Yield % from dividends | 0.18 | 1.09 | 16% |
| Returns for 1 year | 8.97 | 21.79 | 41% |
| Returns for 3 years | 7.34 | 49.88 | 15% |
| Returns for 5 years | 4.33 | 83.70 | 5% |
| Returns for 10 years | 44.30 | 199.95 | 22% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement