NWQFX
Price
$34.37
Change
+$0.21 (+0.61%)
Updated
Jul 3 closing price
Net Assets
93.8M
VSMAX
Price
$116.63
Change
+$0.83 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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NWQFX vs VSMAX

Header iconNWQFX vs VSMAX Comparison
Open Charts NWQFX vs VSMAXBanner chart's image
Nuveen Small/Mid Cap Value R6
Price$34.37
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets93.8M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
NWQFX vs VSMAX Comparison Chart in %
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VS
NWQFX vs. VSMAX commentary
Jul 07, 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 VSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. NWQFX (93.8M). NWQFX pays higher dividends than VSMAX: NWQFX (1.51) vs VSMAX (1.40). NWQFX was incepted earlier than VSMAX: NWQFX (9 years) vs VSMAX (25 years). NWQFX (0.97) is less costly to investors than VSMAX (0.05). NWQFX is a more actively managed with annual turnover of: 81.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than NWQFX: VSMAX (3000) vs NWQFX (1000000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. NWQFX (4.01). NWQFX return over 5 years is better than : 73.95 vs. VSMAX (69.54).
NWQFXVSMAXNWQFX / VSMAX
Total Expense Ratio0.860.051,720%
Annual Report Gross Expense Ratio0.970.051,940%
Fund Existence9 years25 years-
Gain YTD2.9351.447203%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets93.8M148B0%
Annual Yield % from dividends1.511.40108%
Returns for 1 year4.0112.2533%
Returns for 3 years36.4137.9596%
Returns for 5 years73.9569.54106%
Returns for 10 yearsN/A109.34-
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