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NAESX vs NWQFX
NAESX vs NWQFX Comparison
Open Charts NAESX vs NWQFX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
Nuveen Small/Mid Cap Value R6
Price$34.33
Change+$0.19 (+0.56%)
VolumeN/A
Net Assets95.03M
NAESX vs NWQFX Comparison Chart in %
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NAESX vs. NWQFX 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 NAESX is a StrongBuy and NWQFX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. NWQFX (95M). NWQFX pays higher dividends than NAESX: NWQFX (1.51) vs NAESX (1.28). NAESX was incepted earlier than NWQFX: NAESX (65 years) vs NWQFX (9 years). NWQFX (0.97) is less costly to investors than NAESX (0.17). NWQFX is a more actively managed with annual turnover of: 81.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than NWQFX: NAESX (3000) vs NWQFX (1000000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. NWQFX (-0.01). NWQFX (68.23) and NAESX (66.66) have equivalent 5 years return.
| NAESX | NWQFX | NAESX / NWQFX | |
| Total Expense Ratio | 0.17 | 0.86 | 20% |
| Annual Report Gross Expense Ratio | 0.17 | 0.97 | 18% |
| Fund Existence | 65 years | 9 years | - |
| Gain YTD | 2.781 | 2.815 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 95M | 161,053% |
| Annual Yield % from dividends | 1.28 | 1.51 | 85% |
| Returns for 1 year | 8.46 | -0.01 | -57,640% |
| Returns for 3 years | 34.15 | 32.50 | 105% |
| Returns for 5 years | 66.66 | 68.23 | 98% |
| Returns for 10 years | 114.71 | N/A | - |
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