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NSMRX vs VSCIX
NSMRX vs VSCIX Comparison
Open Charts NSMRX vs VSCIX
Nuveen Small/Mid-Cap Value I
Price$34.36
Change+$0.20 (+0.59%)
VolumeN/A
Net Assets114.9M
Vanguard Small Cap Index I
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
NSMRX vs VSCIX Comparison Chart
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NSMRX 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 NSMRX is a StrongBuy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 155B vs. NSMRX (115M). VSCIX pays higher dividends than NSMRX: VSCIX (1.43) vs NSMRX (0.44). NSMRX was incepted earlier than VSCIX: NSMRX (18 years) vs VSCIX (28 years). NSMRX is a more actively managed with annual turnover of: 39.00 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 : 21.27 vs. NSMRX (16.42). VSCIX return over 5 years is better than : 49.01 vs. NSMRX (35.72).
| NSMRX | VSCIX | NSMRX / 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 | 3.901 | 3.378 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 155B | 0% |
| Annual Yield % from dividends | 0.44 | 1.43 | 31% |
| Returns for 1 year | 16.42 | 21.27 | 77% |
| Returns for 3 years | 18.08 | 17.25 | 105% |
| Returns for 5 years | 35.72 | 49.01 | 73% |
| Returns for 10 years | 28.56 | 127.16 | 22% |
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