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NWQFX vs VSCPX
NWQFX vs VSCPX Comparison
Open Charts NWQFX vs VSCPX
Nuveen Small/Mid Cap Value R6
Price$37.58
Change+$1.37 (+3.78%)
VolumeN/A
Net Assets111.29M
Vanguard Small Cap Index InstlPlus
Price$376.44
Change+$22.71 (+6.42%)
VolumeN/A
Net Assets162.31B
NWQFX vs VSCPX Comparison Chart in %
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NWQFX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. NWQFX (111M). VSCPX pays higher dividends than NWQFX: VSCPX (1.29) vs NWQFX (0.79). NWQFX was incepted earlier than VSCPX: NWQFX (10 years) vs VSCPX (15 years). NWQFX (0.94) is less costly to investors than VSCPX (0.03). NWQFX is a more actively managed with annual turnover of: 64.00 vs. VSCPX (13.00). NWQFX has a lower initial minimum investment than VSCPX: NWQFX (1000000) vs VSCPX (100000000). VSCPX (10.72) and NWQFX (10.32) have marching annual gain over last year. NWQFX return over 5 years is better than : 38.65 vs. VSCPX (31.96).
| NWQFX | VSCPX | NWQFX / VSCPX | |
| Total Expense Ratio | 0.90 | 0.03 | 3,000% |
| Annual Report Gross Expense Ratio | 0.94 | 0.03 | 3,133% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 7.096 | 5.537 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 162B | 0% |
| Annual Yield % from dividends | 0.79 | 1.29 | 61% |
| Returns for 1 year | 10.32 | 10.72 | 96% |
| Returns for 3 years | 33.44 | 33.13 | 101% |
| Returns for 5 years | 38.65 | 31.96 | 121% |
| Returns for 10 years | N/A | 186.98 | - |
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