Interact to see
Advertisement
Advertisement
NWQFX vs VSCIX
NWQFX vs VSCIX Comparison
Open Charts NWQFX vs VSCIX
Nuveen Small/Mid Cap Value R6
Price$34.54
Change-$0.27 (-0.78%)
VolumeN/A
Net Assets93.26M
Vanguard Small Cap Index I
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
NWQFX vs VSCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NWQFX vs. VSCIX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 154B vs. NWQFX (93.3M). NWQFX pays higher dividends than VSCIX: NWQFX (1.50) vs VSCIX (1.38). 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 : 9.18 vs. NWQFX (-0.88). NWQFX (59.94) and VSCIX (57.74) 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 | 3.444 | 2.527 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.3M | 154B | 0% |
| Annual Yield % from dividends | 1.50 | 1.38 | 108% |
| Returns for 1 year | -0.88 | 9.18 | -10% |
| Returns for 3 years | 21.08 | 20.49 | 103% |
| Returns for 5 years | 59.94 | 57.74 | 104% |
| Returns for 10 years | N/A | 113.17 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement