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NSMRX vs VSMAX
NSMRX vs VSMAX Comparison
Open Charts NSMRX vs VSMAX
Nuveen Small/Mid-Cap Value I
Price$33.95
Change+$0.18 (+0.53%)
VolumeN/A
Net Assets95.03M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
NSMRX vs VSMAX Comparison Chart in %
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NSMRX vs. VSMAX commentary
Jul 28, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. NSMRX (95M). 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 : 8.49 vs. NSMRX (-0.32). VSMAX (66.87) and NSMRX (66.56) have equivalent 5 years return.
| NSMRX | VSMAX | NSMRX / VSMAX | |
| Total Expense Ratio | 1.06 | 0.05 | 2,120% |
| Annual Report Gross Expense Ratio | 1.17 | 0.05 | 2,340% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 2.661 | 2.804 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95M | 153B | 0% |
| Annual Yield % from dividends | 1.32 | 1.40 | 95% |
| Returns for 1 year | -0.32 | 8.49 | -4% |
| Returns for 3 years | 31.68 | 34.27 | 92% |
| Returns for 5 years | 66.56 | 66.87 | 100% |
| Returns for 10 years | 26.16 | 115.21 | 23% |
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