NSMRX
Price
$33.99
Change
+$0.20 (+0.59%)
Updated
Jul 3 closing price
Net Assets
93.8M
VSMAX
Price
$116.63
Change
+$0.83 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
Interact to see
Advertisement

NSMRX vs VSMAX

Header iconNSMRX vs VSMAX Comparison
Open Charts NSMRX vs VSMAXBanner chart's image
Nuveen Small/Mid-Cap Value I
Price$33.99
Change+$0.20 (+0.59%)
VolumeN/A
Net Assets93.8M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
NSMRX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
NSMRX 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 NSMRX is a StrongBuy and VSMAX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. NSMRX (93.8M). VSMAX pays higher dividends than NSMRX: VSMAX (1.40) vs NSMRX (1.32). NSMRX was incepted earlier than VSMAX: NSMRX (19 years) vs VSMAX (25 years). NSMRX (1.17) is less costly to investors than VSMAX (0.05). NSMRX is a more actively managed with annual turnover of: 81.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than NSMRX: VSMAX (3000) vs NSMRX (100000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. NSMRX (3.70). NSMRX (72.18) and VSMAX (69.54) have equivalent 5 years return.
NSMRXVSMAXNSMRX / VSMAX
Total Expense Ratio1.060.052,120%
Annual Report Gross Expense Ratio1.170.052,340%
Fund Existence19 years25 years-
Gain YTD2.7821.447192%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets93.8M148B0%
Annual Yield % from dividends1.321.4095%
Returns for 1 year3.7012.2530%
Returns for 3 years35.5537.9594%
Returns for 5 years72.1869.54104%
Returns for 10 years22.01109.3420%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PNOYX141.961.12
+0.80%
Putnam Sustainable Leaders Y
HLGZX36.700.19
+0.52%
Harding Loevner Global Equity Instl Z
HMCLX14.960.07
+0.47%
Harbor Mid Cap Institutional
SMVTX12.220.05
+0.41%
Virtus Ceredex Mid-Cap Value Equity I
SGHIX11.52N/A
N/A
Saturna Global High Income