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NESGX vs VSMAX
NESGX vs VSMAX Comparison
Open Charts NESGX vs VSMAX
Needham Small Cap Growth Retail
Price$16.05
Change-$0.42 (-2.55%)
VolumeN/A
Net Assets132.82M
Vanguard Small Cap Index Admiral Shares
Price$108.68
Change-$3.08 (-2.76%)
VolumeN/A
Net Assets139.54B
NESGX vs VSMAX Comparison Chart
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NESGX vs. VSMAX commentary
May 22, 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 StrongBuy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. NESGX (133M). VSMAX pays higher dividends than NESGX: VSMAX (1.56) vs NESGX (0.00). NESGX was incepted earlier than VSMAX: NESGX (23 years) vs VSMAX (25 years). NESGX (1.86) is less costly to investors than VSMAX (0.05). NESGX is a more actively managed with annual turnover of: 62.00 vs. VSMAX (13.00). NESGX has a lower initial minimum investment than VSMAX: NESGX (2000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 3.93 vs. NESGX (-9.95). VSMAX return over 5 years is better than : 72.27 vs. NESGX (-11.83).
| NESGX | VSMAX | NESGX / VSMAX | |
| Total Expense Ratio | 1.79 | 0.05 | 3,580% |
| Annual Report Gross Expense Ratio | 1.86 | 0.05 | 3,720% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -10.828 | -2.861 | 379% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133M | 140B | 0% |
| Annual Yield % from dividends | 0.00 | 1.56 | - |
| Returns for 1 year | -9.95 | 3.93 | -254% |
| Returns for 3 years | 2.94 | 27.20 | 11% |
| Returns for 5 years | -11.83 | 72.27 | -16% |
| Returns for 10 years | 11.81 | 96.62 | 12% |
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