Ad is loading...
Ad is loading...
NSCRX vs VSMAX
NSCRX vs VSMAX Comparison
Open Charts NSCRX vs VSMAX
Nuveen Small-Cap Value Opps I
Price$66.12
Change-$0.77 (-1.15%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
NSCRX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NSCRX vs. VSMAX commentary
Nov 18, 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 NSCRX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. NSCRX (253M). VSMAX pays higher dividends than NSCRX: VSMAX (1.42) vs NSCRX (0.58). NSCRX was incepted earlier than VSMAX: NSCRX (20 years) vs VSMAX (24 years). NSCRX is a more actively managed with annual turnover of: 71.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than NSCRX: VSMAX (3000) vs NSCRX (100000). NSCRX annual gain was more profitable for investors over the last year : 36.50 vs. VSMAX (30.28). VSMAX return over 5 years is better than : 55.62 vs. NSCRX (44.17).
| NSCRX | VSMAX | NSCRX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 24.896 | 15.803 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253M | 151B | 0% |
| Annual Yield % from dividends | 0.58 | 1.42 | 41% |
| Returns for 1 year | 36.50 | 30.28 | 121% |
| Returns for 3 years | 12.80 | 4.74 | 270% |
| Returns for 5 years | 44.17 | 55.62 | 79% |
| Returns for 10 years | 60.23 | 123.30 | 49% |