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NESGX vs VEXRX
NESGX vs VEXRX Comparison
Open Charts NESGX vs VEXRX
Needham Small Cap Growth Retail
Price$15.46
Change+$0.29 (+1.91%)
VolumeN/A
Net Assets123.26M
NESGX vs VEXRX Comparison Chart
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NESGX vs. VEXRX commentary
Apr 03, 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 VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 21.4B vs. NESGX (123M). VEXRX pays higher dividends than NESGX: VEXRX (0.56) vs NESGX (0.00). NESGX was incepted earlier than VEXRX: NESGX (23 years) vs VEXRX (23 years). NESGX (1.92) is less costly to investors than VEXRX (0.34). NESGX is a more actively managed with annual turnover of: 126.00 vs. VEXRX (35.00). NESGX has a lower initial minimum investment than VEXRX: NESGX (2000) vs VEXRX (50000). NESGX annual gain was more profitable for investors over the last year : -8.50 vs. VEXRX (-9.28). VEXRX return over 5 years is better than : 48.79 vs. NESGX (8.59).
| NESGX | VEXRX | NESGX / VEXRX | |
| Total Expense Ratio | 1.83 | 0.34 | 538% |
| Annual Report Gross Expense Ratio | 1.92 | 0.34 | 565% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | -17.867 | -8.573 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 50000 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 21.4B | 1% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -8.50 | -9.28 | 92% |
| Returns for 3 years | -26.00 | -9.60 | 271% |
| Returns for 5 years | 8.59 | 48.79 | 18% |
| Returns for 10 years | 0.80 | 7.01 | 11% |
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