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NESIX vs VSMAX
NESIX vs VSMAX Comparison
Open Charts NESIX vs VSMAX
Needham Small Cap Growth Institutional
Price$17.17
Change-$0.45 (-2.55%)
VolumeN/A
Net Assets132.82M
Vanguard Small Cap Index Admiral Shares
Price$108.68
Change-$3.08 (-2.76%)
VolumeN/A
Net Assets139.54B
NESIX vs VSMAX Comparison Chart
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NESIX vs. VSMAX commentary
May 22, 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 StrongBuy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. NESIX (133M). VSMAX pays higher dividends than NESIX: VSMAX (1.56) vs NESIX (0.00). NESIX was incepted earlier than VSMAX: NESIX (8 years) vs VSMAX (25 years). NESIX (1.51) is less costly to investors than VSMAX (0.05). NESIX is a more actively managed with annual turnover of: 62.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than NESIX: VSMAX (3000) vs NESIX (100000). VSMAX annual gain was more profitable for investors over the last year : 3.93 vs. NESIX (-9.41). VSMAX return over 5 years is better than : 72.27 vs. NESIX (-7.89).
| NESIX | VSMAX | NESIX / VSMAX | |
| Total Expense Ratio | 1.19 | 0.05 | 2,380% |
| Annual Report Gross Expense Ratio | 1.51 | 0.05 | 3,020% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -10.604 | -2.861 | 371% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133M | 140B | 0% |
| Annual Yield % from dividends | 0.00 | 1.56 | - |
| Returns for 1 year | -9.41 | 3.93 | -240% |
| Returns for 3 years | 4.76 | 27.20 | 17% |
| Returns for 5 years | -7.89 | 72.27 | -11% |
| Returns for 10 years | N/A | 96.62 | - |
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