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NSMRX vs VSMAX
NSMRX vs VSMAX Comparison
Open Charts NSMRX vs VSMAX
Nuveen Small/Mid-Cap Value I
Price$37.87
Change-$0.35 (-0.92%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
NSMRX vs VSMAX Comparison Chart
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NSMRX vs. VSMAX commentary
Nov 17, 2024
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: 151B vs. NSMRX (114M). 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). NSMRX annual gain was more profitable for investors over the last year : 33.33 vs. VSMAX (30.28). VSMAX return over 5 years is better than : 55.62 vs. NSMRX (52.08).
| 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 | 24.409 | 15.803 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 151B | 0% |
| Annual Yield % from dividends | 0.44 | 1.42 | 31% |
| Returns for 1 year | 33.33 | 30.28 | 110% |
| Returns for 3 years | 9.85 | 4.74 | 208% |
| Returns for 5 years | 52.08 | 55.62 | 94% |
| Returns for 10 years | 36.28 | 123.30 | 29% |