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NSMRX vs VSMAX
NSMRX vs VSMAX Comparison
Open Charts NSMRX vs VSMAX
Nuveen Small/Mid-Cap Value I
Price$37.17
Change+$1.37 (+3.83%)
VolumeN/A
Net Assets111.62M
Vanguard Small Cap Index Admiral Shares
Price$130.42
Change+$7.86 (+6.41%)
VolumeN/A
Net Assets162.31B
NSMRX vs VSMAX Comparison Chart in %
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NSMRX vs. VSMAX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. NSMRX (112M). VSMAX pays higher dividends than NSMRX: VSMAX (1.27) vs NSMRX (0.65). 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 : 10.71 vs. NSMRX (10.04). NSMRX return over 5 years is better than : 37.08 vs. VSMAX (31.93).
| 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 | 7.056 | 5.535 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 162B | 0% |
| Annual Yield % from dividends | 0.65 | 1.27 | 51% |
| Returns for 1 year | 10.04 | 10.71 | 94% |
| Returns for 3 years | 32.54 | 33.11 | 98% |
| Returns for 5 years | 37.08 | 31.93 | 116% |
| Returns for 10 years | 57.54 | 186.87 | 31% |
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