NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
NWQFX
Price
$34.37
Change
+$0.21 (+0.61%)
Updated
Jul 3 closing price
Net Assets
93.8M
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NAESX vs NWQFX

Header iconNAESX vs NWQFX Comparison
Open Charts NAESX vs NWQFXBanner chart's image
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Nuveen Small/Mid Cap Value R6
Price$34.37
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets93.8M
NAESX vs NWQFX Comparison Chart in %
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NAESX vs. NWQFX commentary
Jul 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. NWQFX (93.8M). 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 : 12.22 vs. NWQFX (4.01). NWQFX return over 5 years is better than : 73.95 vs. NAESX (69.32).
NAESXNWQFXNAESX / NWQFX
Total Expense Ratio0.170.8620%
Annual Report Gross Expense Ratio0.170.9718%
Fund Existence65 years9 years-
Gain YTD1.4322.93549%
Front LoadN/AN/A-
Min. Initial Investment300010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets148B93.8M157,783%
Annual Yield % from dividends1.281.5185%
Returns for 1 year12.224.01305%
Returns for 3 years37.8336.41104%
Returns for 5 years69.3273.9594%
Returns for 10 years108.83N/A-
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