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NESIX vs VSCPX
NESIX vs VSCPX Comparison
Open Charts NESIX vs VSCPX
Needham Small Cap Growth Institutional
Price$20.63
Change+$0.21 (+1.03%)
VolumeN/A
Net Assets167.1M
Vanguard Small Cap Index InstlPlus
Price$343.59
Change+$1.39 (+0.41%)
VolumeN/A
Net Assets155.27B
NESIX vs VSCPX Comparison Chart
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NESIX vs. VSCPX commentary
Jan 18, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 155B vs. NESIX (167M). 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 : 27.66 vs. VSCPX (21.27). VSCPX return over 5 years is better than : 49.02 vs. NESIX (10.97).
| 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 | 4.668 | 3.376 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167M | 155B | 0% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | 27.66 | 21.27 | 130% |
| Returns for 3 years | -6.69 | 17.26 | -39% |
| Returns for 5 years | 10.97 | 49.02 | 22% |
| Returns for 10 years | N/A | 127.24 | - |