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NSMRX vs VSMAX
NSMRX vs VSMAX Comparison
Open Charts NSMRX vs VSMAX
Nuveen Small/Mid-Cap Value I
Price$29.13
Change+$0.26 (+0.90%)
VolumeN/A
Net Assets76.7M
Vanguard Small Cap Index Admiral Shares
Price$99.27
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
NSMRX vs VSMAX Comparison Chart
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NSMRX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. NSMRX (76.7M). VSMAX pays higher dividends than NSMRX: VSMAX (1.52) vs NSMRX (1.38). NSMRX was incepted earlier than VSMAX: NSMRX (18 years) vs VSMAX (24 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 (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 : -1.56 vs. NSMRX (-5.56). VSMAX return over 5 years is better than : 68.33 vs. NSMRX (63.52).
| 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 | 18 years | 24 years | - |
| Gain YTD | -11.914 | -13.717 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.7M | 143B | 0% |
| Annual Yield % from dividends | 1.38 | 1.52 | 91% |
| Returns for 1 year | -5.56 | -1.56 | 357% |
| Returns for 3 years | 1.55 | 1.43 | 108% |
| Returns for 5 years | 63.52 | 68.33 | 93% |
| Returns for 10 years | 1.37 | 75.18 | 2% |
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