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NSBRX vs VTSMX
NSBRX vs VTSMX Comparison
Open Charts NSBRX vs VTSMX
Nuveen Dividend Growth I
Price$62.45
Change-$0.76 (-1.20%)
VolumeN/A
Net Assets6.24B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
NSBRX vs VTSMX Comparison Chart
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NSBRX vs. VTSMX commentary
Jun 16, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. NSBRX (6.24B). VTSMX pays higher dividends than NSBRX: VTSMX (1.18) vs NSBRX (1.10). 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 : 10.06 vs. NSBRX (5.56). VTSMX return over 5 years is better than : 91.36 vs. NSBRX (62.34).
| 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 | 2.202 | 1.349 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 1.82T | 0% |
| Annual Yield % from dividends | 1.10 | 1.18 | 93% |
| Returns for 1 year | 5.56 | 10.06 | 55% |
| Returns for 3 years | 36.24 | 57.59 | 63% |
| Returns for 5 years | 62.34 | 91.36 | 68% |
| Returns for 10 years | 88.34 | 178.92 | 49% |
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