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NSMRX vs VSMAX
NSMRX vs VSMAX Comparison
Open Charts NSMRX vs VSMAX
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 %
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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.
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.
| 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 | 2.782 | 1.447 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.8M | 148B | 0% |
| Annual Yield % from dividends | 1.32 | 1.40 | 95% |
| Returns for 1 year | 3.70 | 12.25 | 30% |
| Returns for 3 years | 35.55 | 37.95 | 94% |
| Returns for 5 years | 72.18 | 69.54 | 104% |
| Returns for 10 years | 22.01 | 109.34 | 20% |
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