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NWQFX vs VRTIX
NWQFX vs VRTIX Comparison
Open Charts NWQFX vs VRTIX
Nuveen Small/Mid Cap Value R6
Price$36.77
Change-$0.75 (-2.00%)
VolumeN/A
Net Assets99.05M
Vanguard Russell 2000 Index I
Price$366.15
Change-$10.42 (-2.77%)
VolumeN/A
Net Assets13.89B
NWQFX vs VRTIX Comparison Chart in %
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NWQFX vs. VRTIX commentary
Nov 14, 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 NWQFX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. NWQFX (99M). NWQFX pays higher dividends than VRTIX: NWQFX (1.38) vs VRTIX (1.18). NWQFX was incepted earlier than VRTIX: NWQFX (9 years) vs VRTIX (15 years). NWQFX (0.97) is less costly to investors than VRTIX (0.07). NWQFX is a more actively managed with annual turnover of: 64.00 vs. VRTIX (12.00). NWQFX has a lower initial minimum investment than VRTIX: NWQFX (1000000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 2.86 vs. NWQFX (-3.06). NWQFX return over 5 years is better than : 59.39 vs. VRTIX (42.91).
| NWQFX | VRTIX | NWQFX / VRTIX | |
| Total Expense Ratio | 0.86 | 0.07 | 1,229% |
| Annual Report Gross Expense Ratio | 0.97 | 0.07 | 1,386% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 12.369 | 10.359 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99M | 13.9B | 1% |
| Annual Yield % from dividends | 1.38 | 1.18 | 116% |
| Returns for 1 year | -3.06 | 2.86 | -107% |
| Returns for 3 years | 32.85 | 31.84 | 103% |
| Returns for 5 years | 59.39 | 42.91 | 138% |
| Returns for 10 years | N/A | 123.36 | - |
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