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NSMAX vs VSMAX
NSMAX vs VSMAX Comparison
Open Charts NSMAX vs VSMAX
Nuveen Small/Mid-Cap Value A
Price$32.78
Change+$0.19 (+0.58%)
VolumeN/A
Net Assets93.8M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
NSMAX vs VSMAX Comparison Chart in %
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NSMAX vs. VSMAX commentary
Jul 07, 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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. NSMAX (93.8M). VSMAX pays higher dividends than NSMAX: VSMAX (1.40) vs NSMAX (1.09). NSMAX was incepted earlier than VSMAX: NSMAX (19 years) vs VSMAX (25 years). NSMAX (1.42) is less costly to investors than VSMAX (0.05). NSMAX is a more actively managed with annual turnover of: 81.00 vs. VSMAX (13.00). NSMAX has a lower initial minimum investment than VSMAX: NSMAX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. NSMAX (3.14). VSMAX (69.54) and NSMAX (68.64) have equivalent 5 years return.
| NSMAX | VSMAX | NSMAX / VSMAX | |
| Total Expense Ratio | 1.31 | 0.05 | 2,620% |
| Annual Report Gross Expense Ratio | 1.42 | 0.05 | 2,840% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 2.662 | 1.447 | 184% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.8M | 148B | 0% |
| Annual Yield % from dividends | 1.09 | 1.40 | 78% |
| Returns for 1 year | 3.14 | 12.25 | 26% |
| Returns for 3 years | 33.92 | 37.95 | 89% |
| Returns for 5 years | 68.64 | 69.54 | 99% |
| Returns for 10 years | 17.23 | 109.34 | 16% |