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NWQFX vs VRTIX
NWQFX vs VRTIX Comparison
Open Charts NWQFX vs VRTIX
Nuveen Small/Mid Cap Value R6
Price$37.58
Change+$1.37 (+3.78%)
VolumeN/A
Net Assets111.29M
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
NWQFX vs VRTIX Comparison Chart in %
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NWQFX vs. VRTIX commentary
Feb 04, 2026
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 Buy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. NWQFX (111M). VRTIX pays higher dividends than NWQFX: VRTIX (1.19) vs NWQFX (0.79). 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 : 17.71 vs. NWQFX (10.32). NWQFX return over 5 years is better than : 38.65 vs. VRTIX (22.38).
| 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 | 7.096 | 6.757 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 14.3B | 1% |
| Annual Yield % from dividends | 0.79 | 1.19 | 66% |
| Returns for 1 year | 10.32 | 17.71 | 58% |
| Returns for 3 years | 33.44 | 35.16 | 95% |
| Returns for 5 years | 38.65 | 22.38 | 173% |
| Returns for 10 years | N/A | 180.76 | - |
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