Interact to see
Advertisement
Advertisement
NWQFX vs VSMAX
NWQFX vs VSMAX Comparison
Open Charts NWQFX vs VSMAX
Nuveen Small/Mid Cap Value R6
Price$32.26
Change-$0.52 (-1.59%)
VolumeN/A
Net Assets88.05M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
NWQFX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NWQFX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. NWQFX (88.1M). NWQFX pays higher dividends than VSMAX: NWQFX (1.56) vs VSMAX (1.48). 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 : 5.22 vs. NWQFX (-2.12). VSMAX (63.38) and NWQFX (63.03) have equivalent 5 years return.
| NWQFX | VSMAX | NWQFX / VSMAX | |
| Total Expense Ratio | 0.86 | 0.05 | 1,720% |
| Annual Report Gross Expense Ratio | 0.97 | 0.05 | 1,940% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -3.384 | -4.364 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.1M | 148B | 0% |
| Annual Yield % from dividends | 1.56 | 1.48 | 106% |
| Returns for 1 year | -2.12 | 5.22 | -41% |
| Returns for 3 years | 28.14 | 31.37 | 90% |
| Returns for 5 years | 63.03 | 63.38 | 99% |
| Returns for 10 years | N/A | 93.38 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GOLY | 29.66 | 0.11 | +0.37% |
| Strategy Shares Gold-Hedged Bond ETF | |||
| DBJP | 76.99 | -0.56 | -0.72% |
| Xtrackers MSCI Japan Hedged Equity ETF | |||
| NTSX | 48.12 | -0.49 | -1.01% |
| WisdomTree U.S. Efficient Core Fund | |||
| AVGV | 64.21 | -0.67 | -1.04% |
| Avantis All Equity Markets Value ETF | |||
| RDVY | 60.52 | -0.89 | -1.45% |
| First Trust Rising Dividend Achiev ETF | |||