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NVSOX vs VSMAX
NVSOX vs VSMAX Comparison
Open Charts NVSOX vs VSMAX
Allspring Disciplined Small Cap Adm
Price$13.16
Change-$0.60 (-4.36%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
NVSOX vs VSMAX Comparison Chart
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NVSOX vs. VSMAX commentary
Dec 19, 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 NVSOX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. NVSOX (57.3M). VSMAX pays higher dividends than NVSOX: VSMAX (1.42) vs NVSOX (0.11). NVSOX was incepted earlier than VSMAX: NVSOX (31 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). NVSOX (13.34) and VSMAX (13.00) have marching annual gain over last year. NVSOX return over 5 years is better than : 51.29 vs. VSMAX (47.01).
| NVSOX | VSMAX | NVSOX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 10.433 | 13.252 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.3M | 167B | 0% |
| Annual Yield % from dividends | 0.11 | 1.42 | 8% |
| Returns for 1 year | 13.34 | 13.00 | 103% |
| Returns for 3 years | 14.33 | 11.09 | 129% |
| Returns for 5 years | 51.29 | 47.01 | 109% |
| Returns for 10 years | -41.63 | 115.86 | -36% |