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NSBRX vs VTSMX
NSBRX vs VTSMX Comparison
Open Charts NSBRX vs VTSMX
Nuveen Dividend Growth I
Price$65.21
Change+$0.01 (+0.02%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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NSBRX vs VTSMX Comparison Chart
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NSBRX vs. VTSMX commentary
Sep 21, 2024
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 (6.58B). VTSMX (1.26) and NSBRX (1.23) have matching dividends . NSBRX was incepted earlier than VTSMX: NSBRX (18 years) vs VTSMX (32 years). NSBRX is a more actively managed with annual turnover of: 17.00 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 : 31.53 vs. NSBRX (23.29). VTSMX return over 5 years is better than : 85.64 vs. NSBRX (53.73).
| NSBRX | VTSMX | NSBRX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 32 years | - |
| Gain YTD | 16.739 | 18.617 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.58B | 1.72T | 0% |
| Annual Yield % from dividends | 1.23 | 1.26 | 97% |
| Returns for 1 year | 23.29 | 31.53 | 74% |
| Returns for 3 years | 26.56 | 25.35 | 105% |
| Returns for 5 years | 53.73 | 85.64 | 63% |
| Returns for 10 years | 98.05 | 187.59 | 52% |
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