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NCEGX vs VTSMX
NCEGX vs VTSMX Comparison
Open Charts NCEGX vs VTSMX
The North Country Large Cap Equity Fund
Price$22.05
Change+$0.18 (+0.82%)
VolumeN/A
Net Assets126.78M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
NCEGX vs VTSMX Comparison Chart in %
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NCEGX vs. VTSMX commentary
Jul 07, 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: 1.82T vs. NCEGX (127M). 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 : 13.89 vs. NCEGX (0.77). VTSMX return over 5 years is better than : 95.59 vs. NCEGX (10.56).
| 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 | 4.950 | 6.421 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 1.82T | 0% |
| Annual Yield % from dividends | 0.18 | 1.12 | 16% |
| Returns for 1 year | 0.77 | 13.89 | 6% |
| Returns for 3 years | 14.35 | 62.08 | 23% |
| Returns for 5 years | 10.56 | 95.59 | 11% |
| Returns for 10 years | 46.51 | 198.05 | 23% |
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