Interact to see
Advertisement
Advertisement
NAESX vs NWQFX
NAESX vs NWQFX Comparison
Open Charts NAESX vs NWQFX
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
Nuveen Small/Mid Cap Value R6
Price$36.05
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets98.71M
NAESX vs NWQFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. NWQFX commentary
Sep 09, 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: 161B vs. NWQFX (98.7M). NWQFX pays higher dividends than NAESX: NWQFX (1.42) vs NAESX (1.20). 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 : 15.53 vs. NWQFX (3.83). NWQFX (69.36) and NAESX (68.06) 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 | 6.625 | 8.116 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 98.7M | 163,121% |
| Annual Yield % from dividends | 1.20 | 1.42 | 84% |
| Returns for 1 year | 15.53 | 3.83 | 405% |
| Returns for 3 years | 32.39 | 38.04 | 85% |
| Returns for 5 years | 68.06 | 69.36 | 98% |
| Returns for 10 years | 133.63 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement