Interact to see
Advertisement
Advertisement
NSMAX vs VRTIX
NSMAX vs VRTIX Comparison
Open Charts NSMAX vs VRTIX
Nuveen Small/Mid-Cap Value A
Price$34.20
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets96.85M
Vanguard Russell 2000 Index I
Price$361.09
Change+$1.15 (+0.32%)
VolumeN/A
Net Assets13.89B
NSMAX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NSMAX vs. VRTIX 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 NSMAX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. NSMAX (96.8M). VRTIX pays higher dividends than NSMAX: VRTIX (1.18) vs NSMAX (0.99). 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: 64.00 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 : 1.91 vs. NSMAX (-5.68). NSMAX return over 5 years is better than : 45.06 vs. VRTIX (33.49).
| 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 | 7.047 | 5.485 | 128% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.8M | 13.9B | 1% |
| Annual Yield % from dividends | 0.99 | 1.18 | 84% |
| Returns for 1 year | -5.68 | 1.91 | -298% |
| Returns for 3 years | 25.54 | 28.18 | 91% |
| Returns for 5 years | 45.06 | 33.49 | 135% |
| Returns for 10 years | 24.77 | 108.25 | 23% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement