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NSMAX vs VRTIX
NSMAX vs VRTIX Comparison
Open Charts NSMAX vs VRTIX
Nuveen Small/Mid-Cap Value A
Price$35.80
Change+$1.30 (+3.77%)
VolumeN/A
Net Assets111.62M
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
NSMAX vs VRTIX Comparison Chart in %
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NSMAX vs. VRTIX commentary
Feb 04, 2026
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 NSMAX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. NSMAX (112M). VRTIX pays higher dividends than NSMAX: VRTIX (1.19) vs NSMAX (0.43). NSMAX was incepted earlier than VRTIX: NSMAX (19 years) vs VRTIX (15 years). NSMAX (1.35) is less costly to investors than VRTIX (0.07). NSMAX is a more actively managed with annual turnover of: 64.00 vs. VRTIX (14.00). NSMAX has a lower initial minimum investment than VRTIX: NSMAX (2500) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 17.71 vs. NSMAX (9.53). NSMAX return over 5 years is better than : 33.96 vs. VRTIX (22.38).
| NSMAX | VRTIX | NSMAX / VRTIX | |
| Total Expense Ratio | 1.31 | 0.07 | 1,871% |
| Annual Report Gross Expense Ratio | 1.35 | 0.07 | 1,929% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 7.057 | 6.757 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 14.3B | 1% |
| Annual Yield % from dividends | 0.43 | 1.19 | 36% |
| Returns for 1 year | 9.53 | 17.71 | 54% |
| Returns for 3 years | 30.88 | 35.16 | 88% |
| Returns for 5 years | 33.96 | 22.38 | 152% |
| Returns for 10 years | 51.00 | 180.76 | 28% |
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