Ad is loading...
NOLCX vs VTSMX
NOLCX vs VTSMX Comparison
Open Charts NOLCX vs VTSMX
Northern Large Cap Core
Price$25.50
Change-$0.93 (-3.52%)
VolumeN/A
Net Assets272.31M
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
NOLCX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NOLCX vs. VTSMX 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 NOLCX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. NOLCX (272M). VTSMX pays higher dividends than NOLCX: VTSMX (1.25) vs NOLCX (1.06). NOLCX was incepted earlier than VTSMX: NOLCX (19 years) vs VTSMX (33 years). NOLCX (0.55) is less costly to investors than VTSMX (0.14). NOLCX is a more actively managed with annual turnover of: 44.46 vs. VTSMX (2.00). NOLCX has a lower initial minimum investment than VTSMX: NOLCX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 4.72 vs. NOLCX (-1.17). VTSMX return over 5 years is better than : 92.15 vs. NOLCX (57.94).
| NOLCX | VTSMX | NOLCX / VTSMX | |
| Total Expense Ratio | 0.45 | 0.14 | 321% |
| Annual Report Gross Expense Ratio | 0.55 | 0.14 | 393% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | -6.605 | -7.881 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 272M | 1.7T | 0% |
| Annual Yield % from dividends | 1.06 | 1.25 | 85% |
| Returns for 1 year | -1.17 | 4.72 | -25% |
| Returns for 3 years | 9.39 | 20.95 | 45% |
| Returns for 5 years | 57.94 | 92.15 | 63% |
| Returns for 10 years | 95.19 | 154.63 | 62% |
View a ticker or compare two or three
VS
VS
Ad is loading...