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NESIX vs VSMAX
NESIX vs VSMAX Comparison
Open Charts NESIX vs VSMAX
Needham Small Cap Growth Institutional
Price$24.48
Change+$2.32 (+10.47%)
VolumeN/A
Net Assets183.66M
Vanguard Small Cap Index Admiral Shares
Price$130.42
Change+$7.86 (+6.41%)
VolumeN/A
Net Assets162.31B
NESIX vs VSMAX Comparison Chart in %
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NESIX vs. VSMAX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. NESIX (184M). VSMAX pays higher dividends than NESIX: VSMAX (1.27) 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). NESIX annual gain was more profitable for investors over the last year : 24.08 vs. VSMAX (10.71). VSMAX return over 5 years is better than : 31.93 vs. NESIX (-20.60).
| 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 | 11.730 | 5.535 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.27 | - |
| Returns for 1 year | 24.08 | 10.71 | 225% |
| Returns for 3 years | 26.45 | 33.11 | 80% |
| Returns for 5 years | -20.60 | 31.93 | -65% |
| Returns for 10 years | N/A | 186.87 | - |
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