Ad is loading...
Ad is loading...
NSMVX vs VSMAX
NSMVX vs VSMAX Comparison
Open Charts NSMVX vs VSMAX
North Star Micro Cap I
Price$42.88
Change-$0.39 (-0.90%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
NSMVX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NSMVX vs. VSMAX commentary
Nov 18, 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 NSMVX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. NSMVX (122M). VSMAX pays higher dividends than NSMVX: VSMAX (1.42) vs NSMVX (0.67). NSMVX was incepted earlier than VSMAX: NSMVX (11 years) vs VSMAX (24 years). NSMVX is a more actively managed with annual turnover of: 18.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than NSMVX: VSMAX (3000) vs NSMVX (5000). VSMAX annual gain was more profitable for investors over the last year : 30.28 vs. NSMVX (26.38). NSMVX return over 5 years is better than : 63.11 vs. VSMAX (55.62).
| NSMVX | VSMAX | NSMVX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 14.960 | 15.803 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 151B | 0% |
| Annual Yield % from dividends | 0.67 | 1.42 | 47% |
| Returns for 1 year | 26.38 | 30.28 | 87% |
| Returns for 3 years | -4.70 | 4.74 | -99% |
| Returns for 5 years | 63.11 | 55.62 | 113% |
| Returns for 10 years | 49.55 | 123.30 | 40% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SEPZ | 40.08 | N/A | N/A |
| TrueShares Structured Outcome Sep ETF | |||
| EMB | 90.37 | -0.13 | -0.14% |
| iShares JP Morgan USD Em Mkts Bd ETF | |||
| TSME | 38.02 | -0.35 | -0.91% |
| Thrivent Small-Mid Cap ESG ETF | |||
| BETZ | 19.51 | -0.21 | -1.06% |
| Roundhill Sports Betting & iGaming ETF | |||
| IWC | 129.00 | -2.28 | -1.74% |
| iShares Micro-Cap ETF | |||