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NESGX vs VEXPX
NESGX vs VEXPX Comparison
Open Charts NESGX vs VEXPX
Needham Small Cap Growth Retail
Price$18.24
Change-$0.15 (-0.82%)
VolumeN/A
Net Assets139.13M
NESGX vs VEXPX Comparison Chart in %
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NESGX vs. VEXPX commentary
Aug 17, 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 NESGX is a Hold and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.9B vs. NESGX (139M). VEXPX pays higher dividends than NESGX: VEXPX (0.40) vs NESGX (0.00). NESGX was incepted earlier than VEXPX: NESGX (23 years) vs VEXPX (58 years). NESGX (1.86) is less costly to investors than VEXPX (0.44). NESGX is a more actively managed with annual turnover of: 62.00 vs. VEXPX (35.00). NESGX has a lower initial minimum investment than VEXPX: NESGX (2000) vs VEXPX (3000). NESGX annual gain was more profitable for investors over the last year : 2.24 vs. VEXPX (-1.51). VEXPX return over 5 years is better than : 5.49 vs. NESGX (-17.69).
| NESGX | VEXPX | NESGX / VEXPX | |
| Total Expense Ratio | 1.79 | 0.44 | 407% |
| Annual Report Gross Expense Ratio | 1.86 | 0.44 | 423% |
| Fund Existence | 23 years | 58 years | - |
| Gain YTD | -1.245 | 1.235 | -101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 19.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 2.24 | -1.51 | -149% |
| Returns for 3 years | 3.58 | 5.82 | 62% |
| Returns for 5 years | -17.69 | 5.49 | -322% |
| Returns for 10 years | 41.18 | 20.39 | 202% |
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