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NAESX vs NWQFX
NAESX vs NWQFX Comparison
Open Charts NAESX vs NWQFX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Nuveen Small/Mid Cap Value R6
Price$32.26
Change-$0.52 (-1.59%)
VolumeN/A
Net Assets88.05M
NAESX vs NWQFX Comparison Chart
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NAESX vs. NWQFX commentary
Jun 16, 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: 148B vs. NWQFX (88.1M). NWQFX pays higher dividends than NAESX: NWQFX (1.56) vs NAESX (1.35). 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 : 5.19 vs. NWQFX (-2.12). NAESX (63.19) and NWQFX (63.03) 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 | -4.390 | -3.384 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 88.1M | 167,991% |
| Annual Yield % from dividends | 1.35 | 1.56 | 87% |
| Returns for 1 year | 5.19 | -2.12 | -245% |
| Returns for 3 years | 31.28 | 28.14 | 111% |
| Returns for 5 years | 63.19 | 63.03 | 100% |
| Returns for 10 years | 92.88 | N/A | - |
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