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NSBRX vs VTSMX
NSBRX vs VTSMX Comparison
Open Charts NSBRX vs VTSMX
Nuveen Dividend Growth I
Price$60.32
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets6.04B
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
NSBRX vs VTSMX Comparison Chart
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NSBRX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. NSBRX (6.05B). VTSMX pays higher dividends than NSBRX: VTSMX (1.26) vs NSBRX (1.15). 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 : 7.95 vs. NSBRX (4.81). VTSMX return over 5 years is better than : 89.18 vs. NSBRX (61.99).
| 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 | -1.283 | -4.022 | 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 | 1.26 | 91% |
| Returns for 1 year | 4.81 | 7.95 | 61% |
| Returns for 3 years | 24.27 | 40.07 | 61% |
| Returns for 5 years | 61.99 | 89.18 | 70% |
| Returns for 10 years | 82.72 | 165.24 | 50% |