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NSMRX vs VSMAX
NSMRX vs VSMAX Comparison
Open Charts NSMRX vs VSMAX
Nuveen Small/Mid-Cap Value I
Price$34.36
Change+$0.20 (+0.59%)
VolumeN/A
Net Assets114.9M
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
NSMRX vs VSMAX Comparison Chart
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NSMRX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. NSMRX (115M). VSMAX pays higher dividends than NSMRX: VSMAX (1.42) vs NSMRX (0.44). NSMRX was incepted earlier than VSMAX: NSMRX (18 years) vs VSMAX (24 years). NSMRX is a more actively managed with annual turnover of: 39.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than NSMRX: VSMAX (3000) vs NSMRX (100000). VSMAX annual gain was more profitable for investors over the last year : 21.26 vs. NSMRX (16.42). VSMAX return over 5 years is better than : 48.99 vs. NSMRX (35.72).
| NSMRX | VSMAX | NSMRX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 3.901 | 3.369 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 155B | 0% |
| Annual Yield % from dividends | 0.44 | 1.42 | 31% |
| Returns for 1 year | 16.42 | 21.26 | 77% |
| Returns for 3 years | 18.08 | 17.25 | 105% |
| Returns for 5 years | 35.72 | 48.99 | 73% |
| Returns for 10 years | 28.56 | 127.10 | 22% |
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