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NWQFX vs VRTIX
NWQFX vs VRTIX Comparison
Open Charts NWQFX vs VRTIX
Nuveen Small/Mid Cap Value R6
Price$35.94
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets104.2M
Vanguard Russell 2000 Index I
Price$388.62
Change-$2.09 (-0.53%)
VolumeN/A
Net Assets14.25B
NWQFX vs VRTIX Comparison Chart in %
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NWQFX vs. VRTIX commentary
Dec 27, 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 StrongBuy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. NWQFX (104M). NWQFX pays higher dividends than VRTIX: NWQFX (1.35) vs VRTIX (1.17). NWQFX was incepted earlier than VRTIX: NWQFX (10 years) vs VRTIX (15 years). NWQFX (0.94) is less costly to investors than VRTIX (0.07). NWQFX is a more actively managed with annual turnover of: 64.00 vs. VRTIX (14.00). 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 : 11.46 vs. NWQFX (6.10). NWQFX return over 5 years is better than : 42.71 vs. VRTIX (28.56).
| NWQFX | VRTIX | NWQFX / VRTIX | |
| Total Expense Ratio | 0.90 | 0.07 | 1,286% |
| Annual Report Gross Expense Ratio | 0.94 | 0.07 | 1,343% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 7.637 | 13.890 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 14.3B | 1% |
| Annual Yield % from dividends | 1.35 | 1.17 | 115% |
| Returns for 1 year | 6.10 | 11.46 | 53% |
| Returns for 3 years | 32.71 | 46.71 | 70% |
| Returns for 5 years | 42.71 | 28.56 | 150% |
| Returns for 10 years | N/A | 128.00 | - |
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