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NAESX vs NWQFX
NAESX vs NWQFX Comparison
Open Charts NAESX vs NWQFX
Vanguard Small Cap Index I
Price$125.95
Change-$0.25 (-0.20%)
VolumeN/A
Net Assets163.34B
Nuveen Small/Mid Cap Value R6
Price$35.94
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets104.2M
NAESX vs NWQFX Comparison Chart in %
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NAESX vs. NWQFX commentary
Dec 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 Buy and NWQFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. NWQFX (104M). NWQFX pays higher dividends than NAESX: NWQFX (1.35) vs NAESX (1.21). NAESX was incepted earlier than NWQFX: NAESX (65 years) vs NWQFX (10 years). NWQFX (0.94) is less costly to investors than NAESX (0.17). NWQFX is a more actively managed with annual turnover of: 64.00 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 : 7.55 vs. NWQFX (6.10). NWQFX return over 5 years is better than : 42.71 vs. NAESX (36.08).
| NAESX | NWQFX | NAESX / NWQFX | |
| Total Expense Ratio | 0.17 | 0.90 | 19% |
| Annual Report Gross Expense Ratio | 0.17 | 0.94 | 18% |
| Fund Existence | 65 years | 10 years | - |
| Gain YTD | 9.616 | 7.637 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 104M | 156,731% |
| Annual Yield % from dividends | 1.21 | 1.35 | 89% |
| Returns for 1 year | 7.55 | 6.10 | 124% |
| Returns for 3 years | 45.02 | 32.71 | 138% |
| Returns for 5 years | 36.08 | 42.71 | 84% |
| Returns for 10 years | 141.47 | N/A | - |
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