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NWQFX vs VSCIX
NWQFX vs VSCIX Comparison
Open Charts NWQFX vs VSCIX
Nuveen Small/Mid Cap Value R6
Price$36.77
Change-$0.75 (-2.00%)
VolumeN/A
Net Assets99.05M
Vanguard Small Cap Index I
Price$119.93
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
NWQFX vs VSCIX Comparison Chart in %
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NWQFX vs. VSCIX 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 VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 162B vs. NWQFX (99M). NWQFX (1.38) and VSCIX (1.35) have matching dividends . 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: 64.00 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 : 1.45 vs. NWQFX (-3.06). NWQFX return over 5 years is better than : 59.39 vs. VSCIX (48.42).
| 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 | 12.369 | 6.768 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99M | 162B | 0% |
| Annual Yield % from dividends | 1.38 | 1.35 | 102% |
| Returns for 1 year | -3.06 | 1.45 | -210% |
| Returns for 3 years | 32.85 | 33.27 | 99% |
| Returns for 5 years | 59.39 | 48.42 | 123% |
| Returns for 10 years | N/A | 138.34 | - |
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