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NSMRX vs VSMAX
NSMRX vs VSMAX Comparison
Open Charts NSMRX vs VSMAX
Nuveen Small/Mid-Cap Value I
Price$35.09
Change+$1.09 (+3.21%)
VolumeN/A
Net Assets94.99M
Vanguard Small Cap Index Admiral Shares
Price$120.98
Change+$3.56 (+3.03%)
VolumeN/A
Net Assets154.18B
NSMRX vs VSMAX Comparison Chart in %
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NSMRX vs. VSMAX commentary
Aug 25, 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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. NSMRX (95M). VSMAX (1.37) and NSMRX (1.31) have matching dividends . 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 : 11.21 vs. NSMRX (1.18). NSMRX return over 5 years is better than : 67.51 vs. VSMAX (64.15).
| 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 | 6.108 | 5.231 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95M | 154B | 0% |
| Annual Yield % from dividends | 1.31 | 1.37 | 95% |
| Returns for 1 year | 1.18 | 11.21 | 11% |
| Returns for 3 years | 27.83 | 29.98 | 93% |
| Returns for 5 years | 67.51 | 64.15 | 105% |
| Returns for 10 years | 43.86 | 142.10 | 31% |
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