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NSMAX vs VSMAX
NSMAX vs VSMAX Comparison
Open Charts NSMAX vs VSMAX
Nuveen Small/Mid-Cap Value A
Price$30.74
Change-$0.10 (-0.32%)
VolumeN/A
Net Assets87.69M
Vanguard Small Cap Index Admiral Shares
Price$110.38
Change-$0.17 (-0.15%)
VolumeN/A
Net Assets147.56B
NSMAX vs VSMAX Comparison Chart
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NSMAX vs. VSMAX commentary
Jun 07, 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. NSMAX (87.7M). VSMAX pays higher dividends than NSMAX: VSMAX (1.48) vs NSMAX (1.12). NSMAX was incepted earlier than VSMAX: NSMAX (18 years) vs VSMAX (25 years). NSMAX (1.42) is less costly to investors than VSMAX (0.05). NSMAX is a more actively managed with annual turnover of: 81.00 vs. VSMAX (13.00). NSMAX has a lower initial minimum investment than VSMAX: NSMAX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 4.90 vs. NSMAX (-3.63). VSMAX return over 5 years is better than : 52.62 vs. NSMAX (45.06).
| NSMAX | VSMAX | NSMAX / VSMAX | |
| Total Expense Ratio | 1.31 | 0.05 | 2,620% |
| Annual Report Gross Expense Ratio | 1.42 | 0.05 | 2,840% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | -3.414 | -3.912 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.7M | 148B | 0% |
| Annual Yield % from dividends | 1.12 | 1.48 | 76% |
| Returns for 1 year | -3.63 | 4.90 | -74% |
| Returns for 3 years | 13.56 | 18.34 | 74% |
| Returns for 5 years | 45.06 | 52.62 | 86% |
| Returns for 10 years | 8.93 | 96.38 | 9% |
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