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NSBRX vs VTSMX
NSBRX vs VTSMX Comparison
Open Charts NSBRX vs VTSMX
Nuveen Dividend Growth I
Price$66.73
Change+$0.32 (+0.48%)
VolumeN/A
Net Assets6.54B
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
NSBRX vs VTSMX Comparison Chart in %
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NSBRX vs. VTSMX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. NSBRX (6.54B). VTSMX (1.07) and NSBRX (1.05) have matching dividends . NSBRX was incepted earlier than VTSMX: NSBRX (20 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 : 15.63 vs. NSBRX (3.07). VTSMX return over 5 years is better than : 96.53 vs. NSBRX (64.22).
| NSBRX | VTSMX | NSBRX / VTSMX | |
| Total Expense Ratio | 0.67 | 0.14 | 479% |
| Annual Report Gross Expense Ratio | 0.67 | 0.14 | 479% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 9.538 | 12.949 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.54B | 1.95T | 0% |
| Annual Yield % from dividends | 1.05 | 1.07 | 98% |
| Returns for 1 year | 3.07 | 15.63 | 20% |
| Returns for 3 years | 49.43 | 80.25 | 62% |
| Returns for 5 years | 64.22 | 96.53 | 67% |
| Returns for 10 years | 124.41 | 249.92 | 50% |
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