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NSMRX vs VSMAX
NSMRX vs VSMAX Comparison
Open Charts NSMRX vs VSMAX
Nuveen Small/Mid-Cap Value I
Price$31.91
Change-$0.52 (-1.60%)
VolumeN/A
Net Assets88.05M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
NSMRX vs VSMAX Comparison Chart
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NSMRX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. NSMRX (88.1M). VSMAX pays higher dividends than NSMRX: VSMAX (1.48) vs NSMRX (1.37). NSMRX was incepted earlier than VSMAX: NSMRX (19 years) vs VSMAX (25 years). NSMRX (1.17) is less costly to investors than VSMAX (0.05). NSMRX is a more actively managed with annual turnover of: 81.00 vs. VSMAX (13.00). 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 : 6.94 vs. NSMRX (-0.82). VSMAX (66.05) and NSMRX (64.03) have equivalent 5 years return.
| NSMRX | VSMAX | NSMRX / VSMAX | |
| Total Expense Ratio | 1.06 | 0.05 | 2,120% |
| Annual Report Gross Expense Ratio | 1.17 | 0.05 | 2,340% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | -1.935 | -2.800 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.1M | 148B | 0% |
| Annual Yield % from dividends | 1.37 | 1.48 | 92% |
| Returns for 1 year | -0.82 | 6.94 | -12% |
| Returns for 3 years | 29.53 | 33.52 | 88% |
| Returns for 5 years | 64.03 | 66.05 | 97% |
| Returns for 10 years | 13.81 | 96.54 | 14% |
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