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NSMRX vs VSMAX
NSMRX vs VSMAX Comparison
Open Charts NSMRX vs VSMAX
Nuveen Small/Mid-Cap Value I
Price$35.70
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets98.86M
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
NSMRX vs VSMAX Comparison Chart in %
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NSMRX vs. VSMAX commentary
Sep 09, 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: 161B vs. NSMRX (98.9M). VSMAX pays higher dividends than NSMRX: VSMAX (1.31) vs NSMRX (1.24). 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 : 13.64 vs. NSMRX (3.56). NSMRX (67.70) and VSMAX (66.80) 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 | 7.953 | 6.527 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.9M | 161B | 0% |
| Annual Yield % from dividends | 1.24 | 1.31 | 95% |
| Returns for 1 year | 3.56 | 13.64 | 26% |
| Returns for 3 years | 37.16 | 39.35 | 94% |
| Returns for 5 years | 67.70 | 66.80 | 101% |
| Returns for 10 years | 39.78 | 132.90 | 30% |
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