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NSMAX vs VSCIX
NSMAX vs VSCIX Comparison
Open Charts NSMAX vs VSCIX
Nuveen Small/Mid-Cap Value A
Price$33.17
Change+$0.19 (+0.58%)
VolumeN/A
Net Assets114.9M
Vanguard Small Cap Index I
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
NSMAX vs VSCIX Comparison Chart
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NSMAX vs. VSCIX commentary
Jan 19, 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 StrongBuy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 155B vs. NSMAX (115M). VSCIX pays higher dividends than NSMAX: VSCIX (1.43) vs NSMAX (0.23). NSMAX was incepted earlier than VSCIX: NSMAX (18 years) vs VSCIX (28 years). NSMAX is a more actively managed with annual turnover of: 39.00 vs. VSCIX (12.00). NSMAX has a lower initial minimum investment than VSCIX: NSMAX (2500) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 21.27 vs. NSMAX (15.78). VSCIX return over 5 years is better than : 49.01 vs. NSMAX (32.88).
| NSMAX | VSCIX | NSMAX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 3.883 | 3.378 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 155B | 0% |
| Annual Yield % from dividends | 0.23 | 1.43 | 16% |
| Returns for 1 year | 15.78 | 21.27 | 74% |
| Returns for 3 years | 16.63 | 17.25 | 96% |
| Returns for 5 years | 32.88 | 49.01 | 67% |
| Returns for 10 years | 23.50 | 127.16 | 18% |
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