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DFSTX vs NSMRX
DFSTX vs NSMRX Comparison
Open Charts DFSTX vs NSMRX
Nuveen Small/Mid-Cap Value I
Price$35.50
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets96.85M
DFSTX vs NSMRX Comparison Chart in %
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DFSTX vs. NSMRX commentary
Nov 20, 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 DFSTX is a Hold and NSMRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.2B vs. NSMRX (96.8M). NSMRX pays higher dividends than DFSTX: NSMRX (1.21) vs DFSTX (1.08). DFSTX was incepted earlier than NSMRX: DFSTX (34 years) vs NSMRX (19 years). NSMRX (1.17) is less costly to investors than DFSTX (0.28). NSMRX is a more actively managed with annual turnover of: 64.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than NSMRX: DFSTX (0) vs NSMRX (100000). DFSTX annual gain was more profitable for investors over the last year : -1.55 vs. NSMRX (-5.16). NSMRX (48.08) and DFSTX (45.74) have equivalent 5 years return.
| DFSTX | NSMRX | DFSTX / NSMRX | |
| Total Expense Ratio | 0.27 | 1.06 | 25% |
| Annual Report Gross Expense Ratio | 0.28 | 1.17 | 24% |
| Fund Existence | 34 years | 19 years | - |
| Gain YTD | 1.924 | 7.257 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 96.8M | 16,736% |
| Annual Yield % from dividends | 1.08 | 1.21 | 89% |
| Returns for 1 year | -1.55 | -5.16 | 30% |
| Returns for 3 years | 21.58 | 27.04 | 80% |
| Returns for 5 years | 45.74 | 48.08 | 95% |
| Returns for 10 years | 66.95 | 29.85 | 224% |
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