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NVSOX vs VSMAX
NVSOX vs VSMAX Comparison
Open Charts NVSOX vs VSMAX
Allspring Disciplined Small Cap Adm
Price$14.15
Change-$0.25 (-1.74%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
NVSOX vs VSMAX Comparison Chart
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NVSOX vs. VSMAX commentary
Nov 18, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. NVSOX (58.5M). 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 : 30.28 vs. NVSOX (26.04). NVSOX return over 5 years is better than : 62.11 vs. VSMAX (55.62).
| 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 | 13.563 | 15.803 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.5M | 151B | 0% |
| Annual Yield % from dividends | 0.11 | 1.42 | 8% |
| Returns for 1 year | 26.04 | 30.28 | 86% |
| Returns for 3 years | 8.56 | 4.74 | 181% |
| Returns for 5 years | 62.11 | 55.62 | 112% |
| Returns for 10 years | -63.55 | 123.30 | -52% |