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NVSOX vs VSMAX
NVSOX vs VSMAX Comparison
Open Charts NVSOX vs VSMAX
Allspring Disciplined Small Cap Adm
Price$12.84
Change-$0.24 (-1.83%)
VolumeN/A
Net Assets94.04M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
NVSOX vs VSMAX Comparison Chart
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NVSOX vs. VSMAX commentary
Jun 16, 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 NVSOX is a StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. NVSOX (94M). VSMAX pays higher dividends than NVSOX: VSMAX (1.48) vs NVSOX (0.13). NVSOX was incepted earlier than VSMAX: NVSOX (32 years) vs VSMAX (25 years). NVSOX (1.64) is less costly to investors than VSMAX (0.05). NVSOX is a more actively managed with annual turnover of: 57.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than NVSOX: VSMAX (3000) vs NVSOX (1000000). VSMAX annual gain was more profitable for investors over the last year : 5.22 vs. NVSOX (-1.25). NVSOX return over 5 years is better than : 76.61 vs. VSMAX (63.38).
| NVSOX | VSMAX | NVSOX / VSMAX | |
| Total Expense Ratio | 0.85 | 0.05 | 1,700% |
| Annual Report Gross Expense Ratio | 1.64 | 0.05 | 3,280% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | -2.357 | -4.364 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94M | 148B | 0% |
| Annual Yield % from dividends | 0.13 | 1.48 | 9% |
| Returns for 1 year | -1.25 | 5.22 | -24% |
| Returns for 3 years | 28.34 | 31.37 | 90% |
| Returns for 5 years | 76.61 | 63.38 | 121% |
| Returns for 10 years | -48.95 | 93.38 | -52% |
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