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NSMRX vs VSCIX
NSMRX vs VSCIX Comparison
Open Charts NSMRX vs VSCIX
Nuveen Small/Mid-Cap Value I
Price$29.13
Change+$0.26 (+0.90%)
VolumeN/A
Net Assets76.7M
Vanguard Small Cap Index I
Price$99.26
Change+$0.84 (+0.85%)
VolumeN/A
Net Assets143.36B
NSMRX vs VSCIX Comparison Chart
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NSMRX vs. VSCIX commentary
Apr 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 NSMRX is a StrongBuy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 143B vs. NSMRX (76.7M). VSCIX pays higher dividends than NSMRX: VSCIX (1.53) vs NSMRX (1.38). NSMRX was incepted earlier than VSCIX: NSMRX (18 years) vs VSCIX (28 years). NSMRX (1.17) is less costly to investors than VSCIX (0.04). NSMRX is a more actively managed with annual turnover of: 81.00 vs. VSCIX (12.00). NSMRX has a lower initial minimum investment than VSCIX: NSMRX (100000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : -1.56 vs. NSMRX (-5.56). VSCIX return over 5 years is better than : 68.34 vs. NSMRX (63.52).
| NSMRX | VSCIX | NSMRX / VSCIX | |
| Total Expense Ratio | 1.06 | 0.04 | 2,650% |
| Annual Report Gross Expense Ratio | 1.17 | 0.04 | 2,925% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | -11.914 | -13.717 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.7M | 143B | 0% |
| Annual Yield % from dividends | 1.38 | 1.53 | 90% |
| Returns for 1 year | -5.56 | -1.56 | 357% |
| Returns for 3 years | 1.55 | 1.43 | 108% |
| Returns for 5 years | 63.52 | 68.34 | 93% |
| Returns for 10 years | 1.37 | 75.20 | 2% |
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