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NSMRX vs VSMAX
NSMRX vs VSMAX Comparison
Open Charts NSMRX vs VSMAX
Nuveen Small/Mid-Cap Value I
Price$36.61
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets100.46M
Vanguard Small Cap Index Admiral Shares
Price$124.02
Change+$0.81 (+0.66%)
VolumeN/A
Net Assets162.36B
NSMRX vs VSMAX Comparison Chart in %
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NSMRX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. NSMRX (100M). VSMAX pays higher dividends than NSMRX: VSMAX (1.34) vs NSMRX (1.22). 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: 64.00 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 : 9.37 vs. NSMRX (1.97). NSMRX return over 5 years is better than : 65.25 vs. VSMAX (57.94).
| 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 | 10.705 | 7.949 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 162B | 0% |
| Annual Yield % from dividends | 1.22 | 1.34 | 91% |
| Returns for 1 year | 1.97 | 9.37 | 21% |
| Returns for 3 years | 38.98 | 42.43 | 92% |
| Returns for 5 years | 65.25 | 57.94 | 113% |
| Returns for 10 years | 39.29 | 139.15 | 28% |
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