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NESIX vs VSMAX
NESIX vs VSMAX Comparison
Open Charts NESIX vs VSMAX
Needham Small Cap Growth Institutional
Price$19.28
Change-$0.54 (-2.72%)
VolumeN/A
Net Assets155.67M
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
NESIX vs VSMAX Comparison Chart
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NESIX vs. VSMAX commentary
Feb 23, 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: 161B vs. NESIX (156M). 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). VSMAX annual gain was more profitable for investors over the last year : 14.26 vs. NESIX (11.25). VSMAX return over 5 years is better than : 48.38 vs. NESIX (6.52).
| 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 | -2.182 | 2.388 | -91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 11.25 | 14.26 | 79% |
| Returns for 3 years | -6.95 | 22.07 | -31% |
| Returns for 5 years | 6.52 | 48.38 | 13% |
| Returns for 10 years | N/A | 111.34 | - |