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NAESX vs NWQFX
NAESX vs NWQFX Comparison
Open Charts NAESX vs NWQFX
Vanguard Small Cap Index I
Price$106.43
Change-$1.66 (-1.54%)
VolumeN/A
CapitalizationN/A
Nuveen Small/Mid Cap Value R6
Price$34.74
Change-$0.60 (-1.70%)
VolumeN/A
CapitalizationN/A
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NAESX vs NWQFX Comparison Chart
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NAESX vs. NWQFX commentary
Sep 08, 2024
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 Buy and NWQFX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. NWQFX (102M). NAESX pays higher dividends than NWQFX: NAESX (1.31) vs NWQFX (0.58). NAESX was incepted earlier than NWQFX: NAESX (64 years) vs NWQFX (8 years). NWQFX is a more actively managed with annual turnover of: 39.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than NWQFX: NAESX (3000) vs NWQFX (5000000). NWQFX annual gain was more profitable for investors over the last year : 23.45 vs. NAESX (14.24). NWQFX return over 5 years is better than : 53.09 vs. NAESX (48.80).
| NAESX | NWQFX | NAESX / NWQFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 8 years | - |
| Gain YTD | 5.951 | 15.039 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 102M | 146,078% |
| Annual Yield % from dividends | 1.31 | 0.58 | 224% |
| Returns for 1 year | 14.24 | 23.45 | 61% |
| Returns for 3 years | -0.41 | 8.61 | -5% |
| Returns for 5 years | 48.80 | 53.09 | 92% |
| Returns for 10 years | 102.77 | N/A | - |
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