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NESIX vs VSCPX
NESIX vs VSCPX Comparison
Open Charts NESIX vs VSCPX
Needham Small Cap Growth Institutional
Price$15.45
Change+$1.78 (+13.02%)
VolumeN/A
Net Assets103.77M
Vanguard Small Cap Index InstlPlus
Price$293.10
Change+$25.09 (+9.36%)
VolumeN/A
Net Assets143.36B
NESIX vs VSCPX Comparison Chart
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NESIX vs. VSCPX commentary
Apr 11, 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 NESIX is a Hold and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 143B vs. NESIX (104M). VSCPX pays higher dividends than NESIX: VSCPX (1.54) vs NESIX (0.00). NESIX was incepted earlier than VSCPX: NESIX (8 years) vs VSCPX (14 years). NESIX (1.61) is less costly to investors than VSCPX (0.03). 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). VSCPX annual gain was more profitable for investors over the last year : -13.67 vs. NESIX (-22.55). VSCPX return over 5 years is better than : 56.57 vs. NESIX (-18.09).
| NESIX | VSCPX | NESIX / VSCPX | |
| Total Expense Ratio | 1.22 | 0.03 | 4,067% |
| Annual Report Gross Expense Ratio | 1.61 | 0.03 | 5,367% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -30.644 | -19.287 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 1.54 | - |
| Returns for 1 year | -22.55 | -13.67 | 165% |
| Returns for 3 years | -32.63 | -5.10 | 640% |
| Returns for 5 years | -18.09 | 56.57 | -32% |
| Returns for 10 years | N/A | 63.65 | - |