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NESIX vs VSMAX
NESIX vs VSMAX Comparison
Open Charts NESIX vs VSMAX
Needham Small Cap Growth Institutional
Price$19.95
Change+$0.26 (+1.32%)
VolumeN/A
Net Assets145.22M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
NESIX vs VSMAX Comparison Chart in %
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NESIX vs. VSMAX 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 NESIX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. NESIX (145M). VSMAX pays higher dividends than NESIX: VSMAX (1.40) vs NESIX (0.00). NESIX was incepted earlier than VSMAX: NESIX (9 years) vs VSMAX (25 years). NESIX (1.51) is less costly to investors than VSMAX (0.05). NESIX is a more actively managed with annual turnover of: 62.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than NESIX: VSMAX (3000) vs NESIX (100000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. NESIX (4.50). VSMAX return over 5 years is better than : 69.54 vs. NESIX (-3.30).
| NESIX | VSMAX | NESIX / VSMAX | |
| Total Expense Ratio | 1.19 | 0.05 | 2,380% |
| Annual Report Gross Expense Ratio | 1.51 | 0.05 | 3,020% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 1.218 | 1.447 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | 4.50 | 12.25 | 37% |
| Returns for 3 years | 25.47 | 37.95 | 67% |
| Returns for 5 years | -3.30 | 69.54 | -5% |
| Returns for 10 years | N/A | 109.34 | - |