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NAESX vs NWQFX
NAESX vs NWQFX Comparison
Open Charts NAESX vs NWQFX
Vanguard Small Cap Index I
Price$115.17
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
Nuveen Small/Mid Cap Value R6
Price$33.80
Change-$0.30 (-0.88%)
VolumeN/A
Net Assets92.77M
NAESX vs NWQFX Comparison Chart in %
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NAESX vs. NWQFX commentary
Aug 08, 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 NAESX is a Hold and NWQFX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. NWQFX (92.8M). NWQFX pays higher dividends than NAESX: NWQFX (1.50) vs NAESX (1.25). NAESX was incepted earlier than NWQFX: NAESX (65 years) vs NWQFX (9 years). NWQFX (0.97) is less costly to investors than NAESX (0.17). NWQFX is a more actively managed with annual turnover of: 81.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than NWQFX: NAESX (3000) vs NWQFX (1000000). NAESX annual gain was more profitable for investors over the last year : 12.34 vs. NWQFX (4.15). NWQFX return over 5 years is better than : 59.76 vs. NAESX (54.62).
| NAESX | NWQFX | NAESX / NWQFX | |
| Total Expense Ratio | 0.17 | 0.86 | 20% |
| Annual Report Gross Expense Ratio | 0.17 | 0.97 | 18% |
| Fund Existence | 65 years | 9 years | - |
| Gain YTD | 0.337 | 2.126 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 92.8M | 165,948% |
| Annual Yield % from dividends | 1.25 | 1.50 | 84% |
| Returns for 1 year | 12.34 | 4.15 | 297% |
| Returns for 3 years | 22.72 | 25.60 | 89% |
| Returns for 5 years | 54.62 | 59.76 | 91% |
| Returns for 10 years | 107.61 | N/A | - |
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