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NWQFX vs VSCIX
NWQFX vs VSCIX Comparison
Open Charts NWQFX vs VSCIX
Nuveen Small/Mid Cap Value R6
Price$37.58
Change+$1.37 (+3.78%)
VolumeN/A
Net Assets111.29M
Vanguard Small Cap Index I
Price$130.42
Change+$7.87 (+6.42%)
VolumeN/A
Net Assets162.31B
NWQFX vs VSCIX Comparison Chart in %
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NWQFX vs. VSCIX 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 VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 162B vs. NWQFX (111M). VSCIX pays higher dividends than NWQFX: VSCIX (1.28) vs NWQFX (0.79). NWQFX was incepted earlier than VSCIX: NWQFX (10 years) vs VSCIX (29 years). NWQFX (0.94) is less costly to investors than VSCIX (0.04). NWQFX is a more actively managed with annual turnover of: 64.00 vs. VSCIX (13.00). NWQFX has a lower initial minimum investment than VSCIX: NWQFX (1000000) vs VSCIX (5000000). VSCIX (10.72) and NWQFX (10.32) have marching annual gain over last year. NWQFX return over 5 years is better than : 38.65 vs. VSCIX (31.94).
| NWQFX | VSCIX | NWQFX / VSCIX | |
| Total Expense Ratio | 0.90 | 0.04 | 2,250% |
| Annual Report Gross Expense Ratio | 0.94 | 0.04 | 2,350% |
| Fund Existence | 10 years | 29 years | - |
| Gain YTD | 7.096 | 5.535 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 162B | 0% |
| Annual Yield % from dividends | 0.79 | 1.28 | 61% |
| Returns for 1 year | 10.32 | 10.72 | 96% |
| Returns for 3 years | 33.44 | 33.12 | 101% |
| Returns for 5 years | 38.65 | 31.94 | 121% |
| Returns for 10 years | N/A | 186.94 | - |
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