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NVSOX vs VSMAX
NVSOX vs VSMAX Comparison
Open Charts NVSOX vs VSMAX
Allspring Disciplined Small Cap Adm
Price$12.91
Change-$0.40 (-3.01%)
VolumeN/A
Net Assets54.86M
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
NVSOX vs VSMAX Comparison Chart
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NVSOX vs. VSMAX commentary
Feb 23, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. NVSOX (54.9M). VSMAX pays higher dividends than NVSOX: VSMAX (1.42) vs NVSOX (0.11). NVSOX was incepted earlier than VSMAX: NVSOX (32 years) vs VSMAX (24 years). NVSOX is a more actively managed with annual turnover of: 53.00 vs. VSMAX (12.00). 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 : 14.26 vs. NVSOX (6.79). VSMAX (48.38) and NVSOX (47.35) have equivalent 5 years return.
| NVSOX | VSMAX | NVSOX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 1.217 | 2.388 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.9M | 161B | 0% |
| Annual Yield % from dividends | 0.11 | 1.42 | 8% |
| Returns for 1 year | 6.79 | 14.26 | 48% |
| Returns for 3 years | 17.15 | 22.07 | 78% |
| Returns for 5 years | 47.35 | 48.38 | 98% |
| Returns for 10 years | -45.19 | 111.34 | -41% |