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NAESX vs NWQFX
NAESX vs NWQFX Comparison
Open Charts NAESX vs NWQFX
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.
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).
| 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 | 1.432 | 2.935 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 93.8M | 157,783% |
| Annual Yield % from dividends | 1.28 | 1.51 | 85% |
| Returns for 1 year | 12.22 | 4.01 | 305% |
| Returns for 3 years | 37.83 | 36.41 | 104% |
| Returns for 5 years | 69.32 | 73.95 | 94% |
| Returns for 10 years | 108.83 | N/A | - |