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NSMRX vs VSMAX
NSMRX vs VSMAX Comparison
Open Charts NSMRX vs VSMAX
Nuveen Small/Mid-Cap Value I
Price$37.71
Change-$0.70 (-1.82%)
VolumeN/A
Net Assets103.62M
Vanguard Small Cap Index Admiral Shares
Price$125.85
Change-$1.71 (-1.34%)
VolumeN/A
Net Assets163.34B
NSMRX vs VSMAX Comparison Chart in %
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NSMRX vs. VSMAX commentary
Dec 13, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 163B vs. NSMRX (104M). VSMAX pays higher dividends than NSMRX: VSMAX (1.32) vs NSMRX (1.18). NSMRX was incepted earlier than VSMAX: NSMRX (19 years) vs VSMAX (25 years). NSMRX (1.10) is less costly to investors than VSMAX (0.05). NSMRX is a more actively managed with annual turnover of: 64.00 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 : 4.24 vs. NSMRX (0.78). NSMRX return over 5 years is better than : 54.94 vs. VSMAX (42.76).
| NSMRX | VSMAX | NSMRX / VSMAX | |
| Total Expense Ratio | 1.06 | 0.05 | 2,120% |
| Annual Report Gross Expense Ratio | 1.10 | 0.05 | 2,200% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 16.148 | 11.031 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 163B | 0% |
| Annual Yield % from dividends | 1.18 | 1.32 | 90% |
| Returns for 1 year | 0.78 | 4.24 | 18% |
| Returns for 3 years | 36.65 | 41.64 | 88% |
| Returns for 5 years | 54.94 | 42.76 | 128% |
| Returns for 10 years | 48.10 | 153.41 | 31% |
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