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NWQFX vs VSCIX
NWQFX vs VSCIX Comparison
Open Charts NWQFX vs VSCIX
Nuveen Small/Mid Cap Value R6
Price$34.33
Change+$0.19 (+0.56%)
VolumeN/A
Net Assets95.03M
Vanguard Small Cap Index I
Price$118.18
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
NWQFX vs VSCIX Comparison Chart in %
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NWQFX vs. VSCIX commentary
Jul 28, 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 Buy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. NWQFX (95M). NWQFX pays higher dividends than VSCIX: NWQFX (1.51) vs VSCIX (1.41). NWQFX was incepted earlier than VSCIX: NWQFX (9 years) vs VSCIX (28 years). NWQFX (0.97) is less costly to investors than VSCIX (0.04). NWQFX is a more actively managed with annual turnover of: 81.00 vs. VSCIX (13.00). NWQFX has a lower initial minimum investment than VSCIX: NWQFX (1000000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 8.49 vs. NWQFX (-0.01). NWQFX (68.23) and VSCIX (66.87) have equivalent 5 years return.
| NWQFX | VSCIX | NWQFX / VSCIX | |
| Total Expense Ratio | 0.86 | 0.04 | 2,150% |
| Annual Report Gross Expense Ratio | 0.97 | 0.04 | 2,425% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 2.815 | 2.806 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95M | 153B | 0% |
| Annual Yield % from dividends | 1.51 | 1.41 | 107% |
| Returns for 1 year | -0.01 | 8.49 | -0% |
| Returns for 3 years | 32.50 | 34.26 | 95% |
| Returns for 5 years | 68.23 | 66.87 | 102% |
| Returns for 10 years | N/A | 115.25 | - |
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