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NSMRX vs VSCPX
NSMRX vs VSCPX Comparison
Open Charts NSMRX vs VSCPX
Nuveen Small/Mid-Cap Value I
Price$29.13
Change+$0.26 (+0.90%)
VolumeN/A
Net Assets76.7M
Vanguard Small Cap Index InstlPlus
Price$286.51
Change+$2.44 (+0.86%)
VolumeN/A
Net Assets143.36B
NSMRX vs VSCPX Comparison Chart
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NSMRX vs. VSCPX 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 143B vs. NSMRX (76.7M). VSCPX pays higher dividends than NSMRX: VSCPX (1.54) vs NSMRX (1.38). NSMRX was incepted earlier than VSCPX: NSMRX (18 years) vs VSCPX (14 years). NSMRX (1.17) is less costly to investors than VSCPX (0.03). NSMRX is a more actively managed with annual turnover of: 81.00 vs. VSCPX (12.00). NSMRX has a lower initial minimum investment than VSCPX: NSMRX (100000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : -1.55 vs. NSMRX (-5.56). VSCPX return over 5 years is better than : 68.37 vs. NSMRX (63.52).
| NSMRX | VSCPX | NSMRX / VSCPX | |
| Total Expense Ratio | 1.06 | 0.03 | 3,533% |
| Annual Report Gross Expense Ratio | 1.17 | 0.03 | 3,900% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | -11.914 | -13.715 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.7M | 143B | 0% |
| Annual Yield % from dividends | 1.38 | 1.54 | 89% |
| Returns for 1 year | -5.56 | -1.55 | 358% |
| Returns for 3 years | 1.55 | 1.44 | 107% |
| Returns for 5 years | 63.52 | 68.37 | 93% |
| Returns for 10 years | 1.37 | 75.25 | 2% |