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NSEIX vs VVIAX
NSEIX vs VVIAX Comparison
Open Charts NSEIX vs VVIAX
Nicholas Equity Income I
Price$22.54
Change-$0.01 (-0.04%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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NSEIX vs VVIAX Comparison Chart
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NSEIX vs. VVIAX commentary
Sep 21, 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 NSEIX is a StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. NSEIX (484M). VVIAX pays higher dividends than NSEIX: VVIAX (2.36) vs NSEIX (2.02). NSEIX was incepted earlier than VVIAX: NSEIX (31 years) vs VVIAX (24 years). NSEIX is a more actively managed with annual turnover of: 18.75 vs. VVIAX (10.00). NSEIX has a lower initial minimum investment than VVIAX: NSEIX (500) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 24.02 vs. NSEIX (19.97). VVIAX return over 5 years is better than : 55.46 vs. NSEIX (25.14).
| NSEIX | VVIAX | NSEIX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 11.041 | 16.303 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 484M | 183B | 0% |
| Annual Yield % from dividends | 2.02 | 2.36 | 86% |
| Returns for 1 year | 19.97 | 24.02 | 83% |
| Returns for 3 years | 11.27 | 28.29 | 40% |
| Returns for 5 years | 25.14 | 55.46 | 45% |
| Returns for 10 years | 35.32 | 114.04 | 31% |
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