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NAESX vs NWQFX
NAESX vs NWQFX Comparison
Open Charts NAESX vs NWQFX
Vanguard Small Cap Index I
Price$122.77
Change-$0.28 (-0.23%)
VolumeN/A
Net Assets161.58B
Nuveen Small/Mid Cap Value R6
Price$37.27
Change-$0.21 (-0.56%)
VolumeN/A
Net Assets101.25M
NAESX vs NWQFX Comparison Chart in %
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NAESX vs. NWQFX commentary
Dec 04, 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: 162B vs. NWQFX (101M). NWQFX pays higher dividends than NAESX: NWQFX (1.35) vs NAESX (1.21). 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: 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 : -0.86 vs. NWQFX (-4.42). NWQFX return over 5 years is better than : 53.54 vs. NAESX (40.97).
| 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 | 7.092 | 12.249 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 101M | 160,396% |
| Annual Yield % from dividends | 1.21 | 1.35 | 89% |
| Returns for 1 year | -0.86 | -4.42 | 19% |
| Returns for 3 years | 32.07 | 29.52 | 109% |
| Returns for 5 years | 40.97 | 53.54 | 77% |
| Returns for 10 years | 131.34 | N/A | - |
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