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NSMAX vs VRTIX
NSMAX vs VRTIX Comparison
Open Charts NSMAX vs VRTIX
Nuveen Small/Mid-Cap Value A
Price$34.28
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets97.57M
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
NSMAX vs VRTIX Comparison Chart in %
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NSMAX vs. VRTIX commentary
Oct 19, 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 NSMAX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. NSMAX (97.6M). VRTIX pays higher dividends than NSMAX: VRTIX (1.20) vs NSMAX (1.01). NSMAX was incepted earlier than VRTIX: NSMAX (19 years) vs VRTIX (15 years). NSMAX (1.42) is less costly to investors than VRTIX (0.07). NSMAX is a more actively managed with annual turnover of: 64.00 vs. VRTIX (12.00). 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 : 7.92 vs. NSMAX (-4.02). NSMAX return over 5 years is better than : 60.43 vs. VRTIX (52.70).
| NSMAX | VRTIX | NSMAX / VRTIX | |
| Total Expense Ratio | 1.31 | 0.07 | 1,871% |
| Annual Report Gross Expense Ratio | 1.42 | 0.07 | 2,029% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 7.360 | 10.362 | 71% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.6M | 13.6B | 1% |
| Annual Yield % from dividends | 1.01 | 1.20 | 84% |
| Returns for 1 year | -4.02 | 7.92 | -51% |
| Returns for 3 years | 36.26 | 41.48 | 87% |
| Returns for 5 years | 60.43 | 52.70 | 115% |
| Returns for 10 years | 29.57 | 120.39 | 25% |
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