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NESGX vs VSMAX
NESGX vs VSMAX Comparison
Open Charts NESGX vs VSMAX
Needham Small Cap Growth Retail
Price$16.60
Change-$0.57 (-3.32%)
VolumeN/A
Net Assets129.41M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
NESGX vs VSMAX Comparison Chart
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NESGX vs. VSMAX commentary
Jun 15, 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. NESGX (129M). VSMAX pays higher dividends than NESGX: VSMAX (1.48) 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 : 5.22 vs. NESGX (-9.59). VSMAX return over 5 years is better than : 63.38 vs. NESGX (-12.40).
| 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 | -10.125 | -4.364 | 232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.48 | - |
| Returns for 1 year | -9.59 | 5.22 | -184% |
| Returns for 3 years | 9.14 | 31.37 | 29% |
| Returns for 5 years | -12.40 | 63.38 | -20% |
| Returns for 10 years | 11.86 | 93.38 | 13% |
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