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NSBRX vs VTSMX
NSBRX vs VTSMX Comparison
Open Charts NSBRX vs VTSMX
Nuveen Dividend Growth I
Price$64.95
Change+$0.34 (+0.53%)
VolumeN/A
Net Assets6.44B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
NSBRX vs VTSMX Comparison Chart in %
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NSBRX vs. VTSMX commentary
Jul 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 NSBRX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. NSBRX (6.44B). 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 : 17.75 vs. NSBRX (8.30). VTSMX return over 5 years is better than : 93.51 vs. NSBRX (61.51).
| 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 | 6.616 | 8.287 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.44B | 1.91T | 0% |
| Annual Yield % from dividends | 1.08 | 1.12 | 96% |
| Returns for 1 year | 8.30 | 17.75 | 47% |
| Returns for 3 years | 36.43 | 60.60 | 60% |
| Returns for 5 years | 61.51 | 93.51 | 66% |
| Returns for 10 years | 97.34 | 200.97 | 48% |
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