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NVSOX vs VSMAX
NVSOX vs VSMAX Comparison
Open Charts NVSOX vs VSMAX
Allspring Disciplined Small Cap Adm
Price$13.57
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets56.52M
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
NVSOX vs VSMAX Comparison Chart
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VS
VS
NVSOX vs. VSMAX commentary
Jan 19, 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: 155B vs. NVSOX (56.5M). 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). VSMAX annual gain was more profitable for investors over the last year : 21.26 vs. NVSOX (13.71). VSMAX (48.99) and NVSOX (46.99) 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 | 31 years | 24 years | - |
| Gain YTD | 3.194 | 3.369 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.5M | 155B | 0% |
| Annual Yield % from dividends | 0.11 | 1.42 | 8% |
| Returns for 1 year | 13.71 | 21.26 | 64% |
| Returns for 3 years | 13.65 | 17.25 | 79% |
| Returns for 5 years | 46.99 | 48.99 | 96% |
| Returns for 10 years | -41.23 | 127.10 | -32% |
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