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NSGRX vs VSMAX
NSGRX vs VSMAX Comparison
Open Charts NSGRX vs VSMAX
Northern Small Cap Core I
Price$30.14
Change-$0.33 (-1.08%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
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NSGRX vs VSMAX Comparison Chart
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NSGRX vs. VSMAX 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 NSGRX is a StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. NSGRX (426M). NSGRX pays higher dividends than VSMAX: NSGRX (1.83) vs VSMAX (1.42). NSGRX was incepted earlier than VSMAX: NSGRX (25 years) vs VSMAX (24 years). NSGRX is a more actively managed with annual turnover of: 13.01 vs. VSMAX (12.00). NSGRX has a lower initial minimum investment than VSMAX: NSGRX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 25.54 vs. NSGRX (22.32). VSMAX return over 5 years is better than : 53.45 vs. NSGRX (20.64).
| NSGRX | VSMAX | NSGRX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 12.894 | 10.898 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 426M | 149B | 0% |
| Annual Yield % from dividends | 1.83 | 1.42 | 128% |
| Returns for 1 year | 22.32 | 25.54 | 87% |
| Returns for 3 years | -3.98 | 8.91 | -45% |
| Returns for 5 years | 20.64 | 53.45 | 39% |
| Returns for 10 years | 57.25 | 121.55 | 47% |
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