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NSMRX vs VSCIX
NSMRX vs VSCIX Comparison
Open Charts NSMRX vs VSCIX
Nuveen Small/Mid-Cap Value I
Price$31.91
Change-$0.52 (-1.60%)
VolumeN/A
Net Assets89.29M
Vanguard Small Cap Index I
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
NSMRX vs VSCIX Comparison Chart
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NSMRX vs. VSCIX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. NSMRX (89.3M). VSCIX pays higher dividends than NSMRX: VSCIX (1.49) vs NSMRX (1.37). NSMRX was incepted earlier than VSCIX: NSMRX (19 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 (13.00). 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 : 6.95 vs. NSMRX (-0.82). VSCIX (66.07) and NSMRX (64.03) have equivalent 5 years return.
| 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 | 19 years | 28 years | - |
| Gain YTD | -1.935 | -2.791 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.3M | 148B | 0% |
| Annual Yield % from dividends | 1.37 | 1.49 | 92% |
| Returns for 1 year | -0.82 | 6.95 | -12% |
| Returns for 3 years | 29.53 | 33.53 | 88% |
| Returns for 5 years | 64.03 | 66.07 | 97% |
| Returns for 10 years | 13.81 | 96.59 | 14% |
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