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NAESX vs NWQFX
NAESX vs NWQFX Comparison
Open Charts NAESX vs NWQFX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Nuveen Small/Mid Cap Value R6
Price$34.54
Change-$0.27 (-0.78%)
VolumeN/A
Net Assets93.26M
NAESX vs NWQFX Comparison Chart in %
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NAESX vs. NWQFX commentary
Aug 18, 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 Hold and NWQFX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. NWQFX (93.3M). NWQFX pays higher dividends than NAESX: NWQFX (1.50) vs NAESX (1.25). 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 : 9.15 vs. NWQFX (-0.88). NWQFX (59.94) and NAESX (57.53) 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 | 2.494 | 3.444 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 93.3M | 165,059% |
| Annual Yield % from dividends | 1.25 | 1.50 | 84% |
| Returns for 1 year | 9.15 | -0.88 | -1,039% |
| Returns for 3 years | 20.39 | 21.08 | 97% |
| Returns for 5 years | 57.53 | 59.94 | 96% |
| Returns for 10 years | 112.59 | N/A | - |
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