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NSMVX vs VSMAX
NSMVX vs VSMAX Comparison
Open Charts NSMVX vs VSMAX
North Star Micro Cap I
Price$43.33
Change-$0.31 (-0.71%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$120.34
Change-$1.37 (-1.13%)
VolumeN/A
CapitalizationN/A
NSMVX vs VSMAX Comparison Chart
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NSMVX vs. VSMAX commentary
Dec 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. NSMVX (126M). VSMAX pays higher dividends than NSMVX: VSMAX (1.42) vs NSMVX (0.67). NSMVX was incepted earlier than VSMAX: NSMVX (12 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 (19.58) and NSMVX (19.44) have marching annual gain over last year. NSMVX return over 5 years is better than : 65.82 vs. VSMAX (53.97).
| NSMVX | VSMAX | NSMVX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 16.970 | 18.049 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 167B | 0% |
| Annual Yield % from dividends | 0.67 | 1.42 | 47% |
| Returns for 1 year | 19.44 | 19.58 | 99% |
| Returns for 3 years | 10.61 | 15.80 | 67% |
| Returns for 5 years | 65.82 | 53.97 | 122% |
| Returns for 10 years | 63.05 | 125.00 | 50% |