NEAGX vs. SFSNX

In the year-to-date period, NEAGX achieves a 18.53% return, which is significantly higher than SFSNX's 16.51% return. Over the past 10 years, NEAGX has underperformed SFSNX with an annualized return of 7.60%, while SFSNX has yielded a comparatively higher 9.47% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

NEAGX has a 1.86% expense ratio, which is higher than SFSNX's 0.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Needham Aggressive Growth Fund (NEAGX) and Schwab Fundamental US Small Company Index Fund (SFSNX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current NEAGX Sharpe Ratio is 1.29, which is comparable to the SFSNX Sharpe Ratio of 1.64. The chart below compares the historical Sharpe Ratios of NEAGX and SFSNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NEAGX has not paid dividends to shareholders, while SFSNX's dividend yield for the trailing twelve months is around 1.18%.

The maximum NEAGX drawdown since its inception was -53.03%, smaller than the maximum SFSNX drawdown of -62.68%. Use the drawdown chart below to compare losses from any high point for NEAGX and SFSNX. For additional features, visit the drawdowns tool.

Needham Aggressive Growth Fund (NEAGX) has a higher volatility of 7.99% compared to Schwab Fundamental US Small Company Index Fund (SFSNX) at 6.55%. This indicates that NEAGX's price experiences larger fluctuations and is considered to be riskier than SFSNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.