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NSMRX vs VSCPX
NSMRX vs VSCPX Comparison
Open Charts NSMRX vs VSCPX
Nuveen Small/Mid-Cap Value I
Price$36.61
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets100.46M
Vanguard Small Cap Index InstlPlus
Price$357.95
Change+$2.32 (+0.65%)
VolumeN/A
Net Assets162.36B
NSMRX vs VSCPX Comparison Chart in %
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NSMRX vs. VSCPX commentary
Oct 27, 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 Hold and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. NSMRX (100M). VSCPX pays higher dividends than NSMRX: VSCPX (1.36) vs NSMRX (1.22). NSMRX was incepted earlier than VSCPX: NSMRX (19 years) vs VSCPX (15 years). NSMRX (1.17) is less costly to investors than VSCPX (0.03). NSMRX is a more actively managed with annual turnover of: 64.00 vs. VSCPX (13.00). 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 : 9.37 vs. NSMRX (1.97). NSMRX return over 5 years is better than : 65.25 vs. VSCPX (57.98).
| 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 | 19 years | 15 years | - |
| Gain YTD | 10.705 | 7.956 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 162B | 0% |
| Annual Yield % from dividends | 1.22 | 1.36 | 90% |
| Returns for 1 year | 1.97 | 9.37 | 21% |
| Returns for 3 years | 38.98 | 42.45 | 92% |
| Returns for 5 years | 65.25 | 57.98 | 113% |
| Returns for 10 years | 39.29 | 139.24 | 28% |
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