Ad is loading...
NESIX vs VSCPX
NESIX vs VSCPX Comparison
Open Charts NESIX vs VSCPX
Needham Small Cap Growth Institutional
Price$19.74
Change-$0.75 (-3.66%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$333.23
Change-$14.12 (-4.07%)
VolumeN/A
CapitalizationN/A
NESIX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NESIX vs. VSCPX 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 NESIX is a Buy and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 167B vs. NESIX (171M). VSCPX pays higher dividends than NESIX: VSCPX (1.44) vs NESIX (0.00). NESIX was incepted earlier than VSCPX: NESIX (8 years) vs VSCPX (14 years). NESIX is a more actively managed with annual turnover of: 126.00 vs. VSCPX (12.00). NESIX has a lower initial minimum investment than VSCPX: NESIX (100000) vs VSCPX (100000000). NESIX annual gain was more profitable for investors over the last year : 24.48 vs. VSCPX (19.60). VSCPX return over 5 years is better than : 54.01 vs. NESIX (15.37).
| NESIX | VSCPX | NESIX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 17.962 | 18.058 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 167B | 0% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | 24.48 | 19.60 | 125% |
| Returns for 3 years | -13.65 | 15.81 | -86% |
| Returns for 5 years | 15.37 | 54.01 | 28% |
| Returns for 10 years | N/A | 125.14 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...