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NESIX vs VSMAX
NESIX vs VSMAX Comparison
Open Charts NESIX vs VSMAX
Needham Small Cap Growth Institutional
Price$21.22
Change+$0.12 (+0.57%)
VolumeN/A
Net Assets148.35M
Vanguard Small Cap Index Admiral Shares
Price$122.14
Change+$1.18 (+0.98%)
VolumeN/A
Net Assets161.26B
NESIX vs VSMAX Comparison Chart in %
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NESIX vs. VSMAX 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 NESIX is a Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. NESIX (148M). VSMAX pays higher dividends than NESIX: VSMAX (1.31) 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 (8.03) and NESIX (7.88) have marching annual gain over last year. VSMAX return over 5 years is better than : 71.73 vs. NESIX (-4.03).
| 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 | 7.661 | 6.240 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 7.88 | 8.03 | 98% |
| Returns for 3 years | 36.20 | 50.82 | 71% |
| Returns for 5 years | -4.03 | 71.73 | -6% |
| Returns for 10 years | N/A | 148.94 | - |
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