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NWQFX vs VSCPX
NWQFX vs VSCPX Comparison
Open Charts NWQFX vs VSCPX
Nuveen Small/Mid Cap Value R6
Price$32.26
Change-$0.52 (-1.59%)
VolumeN/A
Net Assets88.05M
Vanguard Small Cap Index InstlPlus
Price$317.59
Change-$5.19 (-1.61%)
VolumeN/A
Net Assets147.56B
NWQFX vs VSCPX Comparison Chart
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NWQFX vs. VSCPX commentary
Jun 16, 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 StrongBuy and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. NWQFX (88.1M). NWQFX (1.56) and VSCPX (1.50) have matching dividends . NWQFX was incepted earlier than VSCPX: NWQFX (9 years) vs VSCPX (15 years). NWQFX (0.97) is less costly to investors than VSCPX (0.03). NWQFX is a more actively managed with annual turnover of: 81.00 vs. VSCPX (13.00). NWQFX has a lower initial minimum investment than VSCPX: NWQFX (1000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 5.23 vs. NWQFX (-2.12). VSCPX (63.41) and NWQFX (63.03) have equivalent 5 years return.
| NWQFX | VSCPX | NWQFX / VSCPX | |
| Total Expense Ratio | 0.86 | 0.03 | 2,867% |
| Annual Report Gross Expense Ratio | 0.97 | 0.03 | 3,233% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | -3.384 | -4.355 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.1M | 148B | 0% |
| Annual Yield % from dividends | 1.56 | 1.50 | 104% |
| Returns for 1 year | -2.12 | 5.23 | -40% |
| Returns for 3 years | 28.14 | 31.39 | 90% |
| Returns for 5 years | 63.03 | 63.41 | 99% |
| Returns for 10 years | N/A | 93.45 | - |
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