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NESIX vs VSMAX
NESIX vs VSMAX Comparison
Open Charts NESIX vs VSMAX
Needham Small Cap Growth Institutional
Price$15.45
Change+$1.78 (+13.02%)
VolumeN/A
Net Assets103.77M
Vanguard Small Cap Index Admiral Shares
Price$101.55
Change+$8.69 (+9.36%)
VolumeN/A
Net Assets143.36B
NESIX vs VSMAX Comparison Chart
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NESIX vs. VSMAX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. NESIX (104M). VSMAX pays higher dividends than NESIX: VSMAX (1.52) vs NESIX (0.00). NESIX was incepted earlier than VSMAX: NESIX (8 years) vs VSMAX (24 years). NESIX (1.61) is less costly to investors than VSMAX (0.05). 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 : -13.67 vs. NESIX (-22.55). VSMAX return over 5 years is better than : 56.52 vs. NESIX (-18.09).
| NESIX | VSMAX | NESIX / VSMAX | |
| Total Expense Ratio | 1.22 | 0.05 | 2,440% |
| Annual Report Gross Expense Ratio | 1.61 | 0.05 | 3,220% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | -30.644 | -19.288 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | -22.55 | -13.67 | 165% |
| Returns for 3 years | -32.63 | -5.11 | 638% |
| Returns for 5 years | -18.09 | 56.52 | -32% |
| Returns for 10 years | N/A | 63.59 | - |
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