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NESIX vs VSMAX
NESIX vs VSMAX Comparison
Open Charts NESIX vs VSMAX
Needham Small Cap Growth Institutional
Price$20.63
Change+$0.21 (+1.03%)
VolumeN/A
Net Assets167.1M
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
NESIX vs VSMAX Comparison Chart
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NESIX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. NESIX (167M). 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 : 27.66 vs. VSMAX (21.26). VSMAX return over 5 years is better than : 48.99 vs. NESIX (10.97).
| 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 | 4.668 | 3.369 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167M | 155B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 27.66 | 21.26 | 130% |
| Returns for 3 years | -6.69 | 17.25 | -39% |
| Returns for 5 years | 10.97 | 48.99 | 22% |
| Returns for 10 years | N/A | 127.10 | - |