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NCEGX vs VTSMX
NCEGX vs VTSMX Comparison
Open Charts NCEGX vs VTSMX
The North Country Large Cap Equity Fund
Price$22.49
Change+$0.07 (+0.31%)
VolumeN/A
Net Assets128.81M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
NCEGX vs VTSMX Comparison Chart in %
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NCEGX vs. VTSMX commentary
Jul 28, 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 NCEGX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. NCEGX (129M). VTSMX pays higher dividends than NCEGX: VTSMX (1.12) vs NCEGX (0.18). NCEGX was incepted earlier than VTSMX: NCEGX (24 years) vs VTSMX (33 years). NCEGX (1.12) is less costly to investors than VTSMX (0.14). NCEGX is a more actively managed with annual turnover of: 3.00 vs. VTSMX (2.00). NCEGX has a lower initial minimum investment than VTSMX: NCEGX (500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.75 vs. NCEGX (5.23). VTSMX return over 5 years is better than : 93.51 vs. NCEGX (10.01).
| NCEGX | VTSMX | NCEGX / VTSMX | |
| Total Expense Ratio | 1.03 | 0.14 | 736% |
| Annual Report Gross Expense Ratio | 1.12 | 0.14 | 800% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 7.044 | 8.287 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129M | 1.91T | 0% |
| Annual Yield % from dividends | 0.18 | 1.12 | 16% |
| Returns for 1 year | 5.23 | 17.75 | 29% |
| Returns for 3 years | 13.72 | 60.60 | 23% |
| Returns for 5 years | 10.01 | 93.51 | 11% |
| Returns for 10 years | 43.87 | 200.97 | 22% |
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