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NSMRX vs VSMAX
NSMRX vs VSMAX Comparison
Open Charts NSMRX vs VSMAX
Nuveen Small/Mid-Cap Value I
Price$34.16
Change-$0.26 (-0.76%)
VolumeN/A
Net Assets93.26M
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
NSMRX vs VSMAX Comparison Chart in %
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NSMRX vs. VSMAX commentary
Aug 17, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. NSMRX (93.3M). VSMAX (1.37) and NSMRX (1.31) have matching dividends . 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 : 9.17 vs. NSMRX (-1.14). NSMRX (58.37) and VSMAX (57.73) 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 | 3.296 | 2.517 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.3M | 154B | 0% |
| Annual Yield % from dividends | 1.31 | 1.37 | 95% |
| Returns for 1 year | -1.14 | 9.17 | -12% |
| Returns for 3 years | 20.32 | 20.48 | 99% |
| Returns for 5 years | 58.37 | 57.73 | 101% |
| Returns for 10 years | 27.62 | 113.12 | 24% |
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