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NSBRX vs VTSMX
NSBRX vs VTSMX Comparison
Open Charts NSBRX vs VTSMX
Nuveen Dividend Growth I
Price$65.84
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets6.46B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
NSBRX vs VTSMX Comparison Chart in %
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NSBRX vs. VTSMX commentary
Sep 07, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. NSBRX (6.46B). VTSMX (1.07) and NSBRX (1.05) have matching dividends . NSBRX was incepted earlier than VTSMX: NSBRX (19 years) vs VTSMX (33 years). NSBRX (0.67) is less costly to investors than VTSMX (0.14). NSBRX is a more actively managed with annual turnover of: 11.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than NSBRX: VTSMX (3000) vs NSBRX (100000). VTSMX annual gain was more profitable for investors over the last year : 18.26 vs. NSBRX (4.73). VTSMX return over 5 years is better than : 85.31 vs. NSBRX (57.01).
| NSBRX | VTSMX | NSBRX / VTSMX | |
| Total Expense Ratio | 0.67 | 0.14 | 479% |
| Annual Report Gross Expense Ratio | 0.67 | 0.14 | 479% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 8.077 | 10.550 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.46B | 1.95T | 0% |
| Annual Yield % from dividends | 1.05 | 1.07 | 98% |
| Returns for 1 year | 4.73 | 18.26 | 26% |
| Returns for 3 years | 38.35 | 63.95 | 60% |
| Returns for 5 years | 57.01 | 85.31 | 67% |
| Returns for 10 years | 112.07 | 224.80 | 50% |
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