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NAESX vs NWQFX
NAESX vs NWQFX Comparison
Open Charts NAESX vs NWQFX
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
Nuveen Small/Mid Cap Value R6
Price$37.58
Change+$1.37 (+3.78%)
VolumeN/A
Net Assets111.29M
NAESX vs NWQFX Comparison Chart in %
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NAESX vs. NWQFX 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 NAESX is a Hold and NWQFX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. NWQFX (111M). NAESX pays higher dividends than NWQFX: NAESX (1.16) vs NWQFX (0.79). 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 (10.68) and NWQFX (10.32) have marching annual gain over last year. NWQFX return over 5 years is better than : 38.65 vs. NAESX (31.77).
| 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 | 5.519 | 7.096 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 111M | 145,946% |
| Annual Yield % from dividends | 1.16 | 0.79 | 148% |
| Returns for 1 year | 10.68 | 10.32 | 103% |
| Returns for 3 years | 33.00 | 33.44 | 99% |
| Returns for 5 years | 31.77 | 38.65 | 82% |
| Returns for 10 years | 185.98 | N/A | - |
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