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NSBRX vs VTSMX
NSBRX vs VTSMX Comparison
Open Charts NSBRX vs VTSMX
Nuveen Dividend Growth I
Price$64.74
Change+$0.45 (+0.70%)
VolumeN/A
Net Assets6.45B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
NSBRX vs VTSMX Comparison Chart in %
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NSBRX vs. VTSMX commentary
Jul 07, 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 NSBRX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. NSBRX (6.45B). VTSMX (1.12) and NSBRX (1.08) have matching dividends . NSBRX was incepted earlier than VTSMX: NSBRX (19 years) vs VTSMX (33 years). NSBRX (0.67) is less costly to investors than VTSMX (0.14). NSBRX is a more actively managed with annual turnover of: 11.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than NSBRX: VTSMX (3000) vs NSBRX (100000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. NSBRX (7.99). VTSMX return over 5 years is better than : 95.59 vs. NSBRX (66.96).
| NSBRX | VTSMX | NSBRX / VTSMX | |
| Total Expense Ratio | 0.67 | 0.14 | 479% |
| Annual Report Gross Expense Ratio | 0.67 | 0.14 | 479% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 6.271 | 6.421 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.45B | 1.82T | 0% |
| Annual Yield % from dividends | 1.08 | 1.12 | 96% |
| Returns for 1 year | 7.99 | 13.89 | 58% |
| Returns for 3 years | 33.97 | 62.08 | 55% |
| Returns for 5 years | 66.96 | 95.59 | 70% |
| Returns for 10 years | 99.46 | 198.05 | 50% |
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