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NWQFX vs VSCPX
NWQFX vs VSCPX Comparison
Open Charts NWQFX vs VSCPX
Nuveen Small/Mid Cap Value R6
Price$36.05
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets98.71M
Vanguard Small Cap Index InstlPlus
Price$353.92
Change+$0.43 (+0.12%)
VolumeN/A
Net Assets161.26B
NWQFX vs VSCPX Comparison Chart in %
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NWQFX vs. VSCPX commentary
Sep 09, 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. NWQFX (98.7M). NWQFX pays higher dividends than VSCPX: NWQFX (1.42) vs VSCPX (1.33). 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 : 13.65 vs. NWQFX (3.83). NWQFX (69.36) and VSCPX (66.83) 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 | 8.116 | 6.536 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.7M | 161B | 0% |
| Annual Yield % from dividends | 1.42 | 1.33 | 107% |
| Returns for 1 year | 3.83 | 13.65 | 28% |
| Returns for 3 years | 38.04 | 39.36 | 97% |
| Returns for 5 years | 69.36 | 66.83 | 104% |
| Returns for 10 years | N/A | 133.00 | - |
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