Ad is loading...
NVSOX vs VSMAX
NVSOX vs VSMAX Comparison
Open Charts NVSOX vs VSMAX
Allspring Disciplined Small Cap Adm
Price$13.06
Change-$0.27 (-2.03%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$106.46
Change-$1.66 (-1.54%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
NVSOX vs VSMAX Comparison Chart
Loading...
NVSOX vs. VSMAX commentary
Sep 08, 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 Sell and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. NVSOX (52.6M). 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 annual gain was more profitable for investors over the last year : 16.01 vs. VSMAX (14.27). NVSOX return over 5 years is better than : 64.32 vs. VSMAX (48.98).
| 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 | 7.785 | 5.987 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.6M | 149B | 0% |
| Annual Yield % from dividends | 0.11 | 1.42 | 8% |
| Returns for 1 year | 16.01 | 14.27 | 112% |
| Returns for 3 years | 9.94 | -0.35 | -2,824% |
| Returns for 5 years | 64.32 | 48.98 | 131% |
| Returns for 10 years | -64.66 | 103.49 | -62% |
View a ticker or compare two or three
VS
VS
Ad is loading...