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NSBRX vs VTSAX
NSBRX vs VTSAX Comparison
Open Charts NSBRX vs VTSAX
Nuveen Dividend Growth I
Price$60.32
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets6.04B
Vanguard Total Stock Mkt Idx Adm
Price$135.32
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
NSBRX vs VTSAX Comparison Chart
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NSBRX vs. VTSAX commentary
May 12, 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 NSBRX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. NSBRX (6.05B). VTSAX pays higher dividends than NSBRX: VTSAX (1.36) vs NSBRX (1.15). NSBRX was incepted earlier than VTSAX: NSBRX (19 years) vs VTSAX (25 years). NSBRX (0.67) is less costly to investors than VTSAX (0.04). NSBRX is a more actively managed with annual turnover of: 11.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than NSBRX: VTSAX (3000) vs NSBRX (100000). VTSAX annual gain was more profitable for investors over the last year : 7.95 vs. NSBRX (4.81). VTSAX return over 5 years is better than : 89.19 vs. NSBRX (61.99).
| NSBRX | VTSAX | NSBRX / VTSAX | |
| Total Expense Ratio | 0.67 | 0.04 | 1,675% |
| Annual Report Gross Expense Ratio | 0.67 | 0.04 | 1,675% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | -1.283 | -4.018 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.05B | 1.72T | 0% |
| Annual Yield % from dividends | 1.15 | 1.36 | 84% |
| Returns for 1 year | 4.81 | 7.95 | 60% |
| Returns for 3 years | 24.27 | 40.09 | 61% |
| Returns for 5 years | 61.99 | 89.19 | 70% |
| Returns for 10 years | 82.72 | 165.84 | 50% |
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