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NSMRX vs VSCIX
NSMRX vs VSCIX Comparison
Open Charts NSMRX vs VSCIX
Nuveen Small/Mid-Cap Value I
Price$31.91
Change-$0.52 (-1.60%)
VolumeN/A
Net Assets88.05M
Vanguard Small Cap Index I
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
NSMRX vs VSCIX Comparison Chart
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NSMRX vs. VSCIX 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 NSMRX is a StrongBuy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. NSMRX (88.1M). VSCIX pays higher dividends than NSMRX: VSCIX (1.49) vs NSMRX (1.37). NSMRX was incepted earlier than VSCIX: NSMRX (19 years) vs VSCIX (28 years). NSMRX (1.17) is less costly to investors than VSCIX (0.04). NSMRX is a more actively managed with annual turnover of: 81.00 vs. VSCIX (13.00). NSMRX has a lower initial minimum investment than VSCIX: NSMRX (100000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 5.22 vs. NSMRX (-2.41). VSCIX (63.40) and NSMRX (61.40) have equivalent 5 years return.
| NSMRX | VSCIX | NSMRX / VSCIX | |
| Total Expense Ratio | 1.06 | 0.04 | 2,650% |
| Annual Report Gross Expense Ratio | 1.17 | 0.04 | 2,925% |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | -3.508 | -4.355 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.1M | 148B | 0% |
| Annual Yield % from dividends | 1.37 | 1.49 | 92% |
| Returns for 1 year | -2.41 | 5.22 | -46% |
| Returns for 3 years | 27.45 | 31.38 | 87% |
| Returns for 5 years | 61.40 | 63.40 | 97% |
| Returns for 10 years | 11.99 | 93.42 | 13% |
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