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NSMAX vs VSMAX
NSMAX vs VSMAX Comparison
Open Charts NSMAX vs VSMAX
Nuveen Small/Mid-Cap Value A
Price$28.84
Change-$2.12 (-6.85%)
VolumeN/A
Net Assets84.18M
Vanguard Small Cap Index Admiral Shares
Price$101.10
Change-$7.25 (-6.69%)
VolumeN/A
Net Assets153.45B
NSMAX vs VSMAX Comparison Chart
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NSMAX vs. VSMAX commentary
Apr 04, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. NSMAX (84.2M). VSMAX pays higher dividends than NSMAX: VSMAX (1.52) vs NSMAX (1.13). NSMAX was incepted earlier than VSMAX: NSMAX (18 years) vs VSMAX (24 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 (12.00). 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 : 1.20 vs. NSMAX (-1.73). VSMAX return over 5 years is better than : 115.95 vs. NSMAX (102.83).
| 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 | 24 years | - |
| Gain YTD | -3.038 | -5.824 | 52% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.2M | 153B | 0% |
| Annual Yield % from dividends | 1.13 | 1.52 | 74% |
| Returns for 1 year | -1.73 | 1.20 | -144% |
| Returns for 3 years | 8.63 | 6.53 | 132% |
| Returns for 5 years | 102.83 | 115.95 | 89% |
| Returns for 10 years | 7.13 | 91.10 | 8% |