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NSMRX vs VSMAX
NSMRX vs VSMAX Comparison
Open Charts NSMRX vs VSMAX
Nuveen Small/Mid-Cap Value I
Price$33.34
Change-$0.50 (-1.48%)
VolumeN/A
Net Assets89.74M
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
NSMRX vs VSMAX Comparison Chart
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NSMRX vs. VSMAX commentary
Feb 22, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. NSMRX (89.7M). 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). VSMAX annual gain was more profitable for investors over the last year : 16.64 vs. NSMRX (12.86). VSMAX return over 5 years is better than : 49.78 vs. NSMRX (38.74).
| 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 | 2.782 | 3.352 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.7M | 161B | 0% |
| Annual Yield % from dividends | 0.44 | 1.42 | 31% |
| Returns for 1 year | 12.86 | 16.64 | 77% |
| Returns for 3 years | 20.80 | 21.47 | 97% |
| Returns for 5 years | 38.74 | 49.78 | 78% |
| Returns for 10 years | 20.84 | 113.55 | 18% |