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NESGX vs VSMAX
NESGX vs VSMAX Comparison
Open Charts NESGX vs VSMAX
Needham Small Cap Growth Retail
Price$14.53
Change+$0.58 (+4.16%)
VolumeN/A
Net Assets113.38M
Vanguard Small Cap Index Admiral Shares
Price$103.15
Change+$2.18 (+2.16%)
VolumeN/A
Net Assets143.36B
NESGX vs VSMAX Comparison Chart
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NESGX vs. VSMAX commentary
Apr 25, 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: 143B vs. NESGX (113M). VSMAX pays higher dividends than NESGX: VSMAX (1.52) vs NESGX (0.00). NESGX was incepted earlier than VSMAX: NESGX (23 years) vs VSMAX (24 years). NESGX (1.92) is less costly to investors than VSMAX (0.05). NESGX is a more actively managed with annual turnover of: 126.00 vs. VSMAX (12.00). 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 : -2.34 vs. NESGX (-9.94). VSMAX return over 5 years is better than : 71.79 vs. NESGX (-19.08).
| NESGX | VSMAX | NESGX / VSMAX | |
| Total Expense Ratio | 1.83 | 0.05 | 3,660% |
| Annual Report Gross Expense Ratio | 1.92 | 0.05 | 3,840% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -24.472 | -12.239 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | -9.94 | -2.34 | 424% |
| Returns for 3 years | -22.15 | 4.74 | -468% |
| Returns for 5 years | -19.08 | 71.79 | -27% |
| Returns for 10 years | -6.50 | 79.09 | -8% |
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