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NESIX vs VEXPX
NESIX vs VEXPX Comparison
Open Charts NESIX vs VEXPX
Needham Small Cap Growth Institutional
Price$20.03
Change+$0.25 (+1.26%)
VolumeN/A
Net Assets142.51M
NESIX vs VEXPX Comparison Chart in %
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NESIX vs. VEXPX commentary
Sep 08, 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 NESIX is a Buy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. NESIX (143M). VEXPX pays higher dividends than NESIX: VEXPX (0.39) vs NESIX (0.00). NESIX was incepted earlier than VEXPX: NESIX (9 years) vs VEXPX (58 years). NESIX (1.51) is less costly to investors than VEXPX (0.44). NESIX is a more actively managed with annual turnover of: 62.00 vs. VEXPX (35.00). VEXPX has a lower initial minimum investment than NESIX: VEXPX (3000) vs NESIX (100000). NESIX annual gain was more profitable for investors over the last year : 7.34 vs. VEXPX (2.63). VEXPX return over 5 years is better than : 12.14 vs. NESIX (-7.23).
| NESIX | VEXPX | NESIX / VEXPX | |
| Total Expense Ratio | 1.19 | 0.44 | 270% |
| Annual Report Gross Expense Ratio | 1.51 | 0.44 | 343% |
| Fund Existence | 9 years | 58 years | - |
| Gain YTD | 1.624 | 5.159 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143M | 20.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | 7.34 | 2.63 | 279% |
| Returns for 3 years | 20.16 | 22.05 | 91% |
| Returns for 5 years | -7.23 | 12.14 | -59% |
| Returns for 10 years | N/A | 31.21 | - |
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