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NESGX vs VSMAX
NESGX vs VSMAX Comparison
Open Charts NESGX vs VSMAX
Needham Small Cap Growth Retail
Price$18.59
Change+$0.07 (+0.38%)
VolumeN/A
Net Assets143.32M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
NESGX vs VSMAX Comparison Chart in %
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NESGX vs. VSMAX commentary
Jul 27, 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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. NESGX (143M). VSMAX pays higher dividends than NESGX: VSMAX (1.40) 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 : 7.83 vs. NESGX (1.20). VSMAX return over 5 years is better than : 65.85 vs. NESGX (-11.77).
| 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 | 0.650 | 2.178 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | 1.20 | 7.83 | 15% |
| Returns for 3 years | 20.32 | 33.45 | 61% |
| Returns for 5 years | -11.77 | 65.85 | -18% |
| Returns for 10 years | 42.78 | 113.90 | 38% |
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