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NESIX vs VSMAX
NESIX vs VSMAX Comparison
Open Charts NESIX vs VSMAX
Needham Small Cap Growth Institutional
Price$19.74
Change-$0.75 (-3.66%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
NESIX vs VSMAX Comparison Chart
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NESIX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. NESIX (171M). VSMAX pays higher dividends than NESIX: VSMAX (1.42) vs NESIX (0.00). NESIX was incepted earlier than VSMAX: NESIX (8 years) vs VSMAX (24 years). NESIX is a more actively managed with annual turnover of: 126.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than NESIX: VSMAX (3000) vs NESIX (100000). NESIX annual gain was more profitable for investors over the last year : 24.48 vs. VSMAX (19.58). VSMAX return over 5 years is better than : 53.97 vs. NESIX (15.37).
| NESIX | VSMAX | NESIX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 17.962 | 18.049 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 167B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 24.48 | 19.58 | 125% |
| Returns for 3 years | -13.65 | 15.80 | -86% |
| Returns for 5 years | 15.37 | 53.97 | 28% |
| Returns for 10 years | N/A | 125.00 | - |