Interact to see
Advertisement
Advertisement
NESGX vs VEXPX
NESGX vs VEXPX Comparison
Open Charts NESGX vs VEXPX
Needham Small Cap Growth Retail
Price$19.80
Change+$0.12 (+0.61%)
VolumeN/A
Net Assets148.35M
NESGX vs VEXPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NESGX vs. VEXPX commentary
Sep 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 NESGX is a Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. NESGX (148M). VEXPX pays higher dividends than NESGX: VEXPX (0.39) vs NESGX (0.00). NESGX was incepted earlier than VEXPX: NESGX (23 years) vs VEXPX (58 years). NESGX (1.86) is less costly to investors than VEXPX (0.44). NESGX is a more actively managed with annual turnover of: 62.00 vs. VEXPX (35.00). NESGX has a lower initial minimum investment than VEXPX: NESGX (2000) vs VEXPX (3000). NESGX annual gain was more profitable for investors over the last year : 7.26 vs. VEXPX (-1.58). VEXPX return over 5 years is better than : 13.68 vs. NESGX (-8.08).
| NESGX | VEXPX | NESGX / VEXPX | |
| Total Expense Ratio | 1.79 | 0.44 | 407% |
| Annual Report Gross Expense Ratio | 1.86 | 0.44 | 423% |
| Fund Existence | 23 years | 58 years | - |
| Gain YTD | 7.201 | 4.863 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 20.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | 7.26 | -1.58 | -461% |
| Returns for 3 years | 33.96 | 31.61 | 107% |
| Returns for 5 years | -8.08 | 13.68 | -59% |
| Returns for 10 years | 69.23 | 42.38 | 163% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers