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NESGX vs VSGIX
NESGX vs VSGIX Comparison
Open Charts NESGX vs VSGIX
Needham Small Cap Growth Retail
Price$18.51
Change-$0.70 (-3.64%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$79.22
Change-$3.67 (-4.43%)
VolumeN/A
CapitalizationN/A
NESGX vs VSGIX Comparison Chart
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NESGX vs. VSGIX commentary
Dec 19, 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 NESGX is a Buy and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 40.7B vs. NESGX (171M). VSGIX pays higher dividends than NESGX: VSGIX (0.67) vs NESGX (0.00). NESGX was incepted earlier than VSGIX: NESGX (23 years) vs VSGIX (25 years). NESGX is a more actively managed with annual turnover of: 126.00 vs. VSGIX (19.00). NESGX has a lower initial minimum investment than VSGIX: NESGX (2000) vs VSGIX (5000000). VSGIX (24.05) and NESGX (23.78) have marching annual gain over last year. VSGIX return over 5 years is better than : 49.74 vs. NESGX (10.47).
| NESGX | VSGIX | NESGX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 17.277 | 22.063 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 40.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 23.78 | 24.05 | 99% |
| Returns for 3 years | -15.11 | 8.34 | -181% |
| Returns for 5 years | 10.47 | 49.74 | 21% |
| Returns for 10 years | 39.71 | 140.25 | 28% |
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