Interact to see
Advertisement
Advertisement
NSMAX vs VRTIX
NSMAX vs VRTIX Comparison
Open Charts NSMAX vs VRTIX
Nuveen Small/Mid-Cap Value A
Price$34.82
Change+$0.41 (+1.19%)
VolumeN/A
Net Assets97.69M
Vanguard Russell 2000 Index I
Price$381.40
Change+$3.93 (+1.04%)
VolumeN/A
Net Assets13.58B
NSMAX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NSMAX vs. VRTIX commentary
Oct 09, 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 NSMAX is a Buy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. NSMAX (97.7M). VRTIX pays higher dividends than NSMAX: VRTIX (1.20) vs NSMAX (1.01). NSMAX was incepted earlier than VRTIX: NSMAX (19 years) vs VRTIX (15 years). NSMAX (1.42) is less costly to investors than VRTIX (0.07). NSMAX is a more actively managed with annual turnover of: 81.00 vs. VRTIX (12.00). NSMAX has a lower initial minimum investment than VRTIX: NSMAX (2500) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 12.43 vs. NSMAX (-1.34). NSMAX return over 5 years is better than : 60.52 vs. VRTIX (52.75).
| NSMAX | VRTIX | NSMAX / VRTIX | |
| Total Expense Ratio | 1.31 | 0.07 | 1,871% |
| Annual Report Gross Expense Ratio | 1.42 | 0.07 | 2,029% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 7.767 | 10.623 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.7M | 13.6B | 1% |
| Annual Yield % from dividends | 1.01 | 1.20 | 84% |
| Returns for 1 year | -1.34 | 12.43 | -11% |
| Returns for 3 years | 41.21 | 46.33 | 89% |
| Returns for 5 years | 60.52 | 52.75 | 115% |
| Returns for 10 years | 30.25 | 120.58 | 25% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FCLD | 29.78 | 0.66 | +2.27% |
| Fidelity Cloud Computing ETF | |||
| FMTM | 30.47 | 0.32 | +1.06% |
| MarketDesk Focused U.S. Momentum ETF | |||
| BUCK | 23.85 | 0.01 | +0.04% |
| Simplify Treasury Option Income ETF | |||
| FALN | 27.58 | -0.06 | -0.22% |
| iShares Fallen Angels USD Bond ETF | |||
| EFZ | 13.00 | -0.05 | -0.37% |
| ProShares Short MSCI EAFE | |||