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NSMCX vs VRTIX
NSMCX vs VRTIX Comparison
Open Charts NSMCX vs VRTIX
Nuveen Small/Mid-Cap Value C
Price$27.60
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets99.14M
Vanguard Russell 2000 Index I
Price$380.18
Change+$2.73 (+0.72%)
VolumeN/A
Net Assets12.87B
NSMCX vs VRTIX Comparison Chart in %
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NSMCX vs. VRTIX commentary
Oct 06, 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 NSMCX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 12.9B vs. NSMCX (99.1M). VRTIX pays higher dividends than NSMCX: VRTIX (1.20) vs NSMCX (0.35). NSMCX was incepted earlier than VRTIX: NSMCX (19 years) vs VRTIX (15 years). NSMCX (2.17) is less costly to investors than VRTIX (0.07). NSMCX is a more actively managed with annual turnover of: 81.00 vs. VRTIX (12.00). NSMCX has a lower initial minimum investment than VRTIX: NSMCX (2500) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 14.02 vs. NSMCX (-2.27). VRTIX return over 5 years is better than : 63.69 vs. NSMCX (54.39).
| NSMCX | VRTIX | NSMCX / VRTIX | |
| Total Expense Ratio | 2.06 | 0.07 | 2,943% |
| Annual Report Gross Expense Ratio | 2.17 | 0.07 | 3,100% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 8.962 | 11.417 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.1M | 12.9B | 1% |
| Annual Yield % from dividends | 0.35 | 1.20 | 29% |
| Returns for 1 year | -2.27 | 14.02 | -16% |
| Returns for 3 years | 30.43 | 41.29 | 74% |
| Returns for 5 years | 54.39 | 63.69 | 85% |
| Returns for 10 years | 13.37 | 128.38 | 10% |
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