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NSBRX vs VTSMX
NSBRX vs VTSMX Comparison
Open Charts NSBRX vs VTSMX
Nuveen Dividend Growth I
Price$65.06
Change+$0.08 (+0.12%)
VolumeN/A
Net Assets6.56B
Vanguard Total Stock Mkt Idx I
Price$158.28
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
NSBRX vs VTSMX Comparison Chart in %
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NSBRX vs. VTSMX 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 NSBRX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. NSBRX (6.56B). NSBRX (1.03) and VTSMX (1.02) have matching dividends . NSBRX was incepted earlier than VTSMX: NSBRX (20 years) vs VTSMX (34 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 : 10.79 vs. NSBRX (0.88). VTSMX return over 5 years is better than : 77.62 vs. NSBRX (50.32).
| NSBRX | VTSMX | NSBRX / VTSMX | |
| Total Expense Ratio | 0.67 | 0.14 | 479% |
| Annual Report Gross Expense Ratio | 0.67 | 0.14 | 479% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 7.066 | 11.948 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.56B | 2.05T | 0% |
| Annual Yield % from dividends | 1.03 | 1.02 | 101% |
| Returns for 1 year | 0.88 | 10.79 | 8% |
| Returns for 3 years | 30.90 | 63.83 | 48% |
| Returns for 5 years | 50.32 | 77.62 | 65% |
| Returns for 10 years | 103.23 | 213.77 | 48% |
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