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NAESX vs NWQFX
NAESX vs NWQFX Comparison
Open Charts NAESX vs NWQFX
Vanguard Small Cap Index I
Price$123.61
Change+$1.12 (+0.91%)
VolumeN/A
Net Assets162.36B
Nuveen Small/Mid Cap Value R6
Price$36.54
Change+$0.42 (+1.16%)
VolumeN/A
Net Assets97.69M
NAESX vs NWQFX Comparison Chart in %
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NAESX vs. NWQFX commentary
Oct 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 NAESX is a Buy and NWQFX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. NWQFX (97.7M). NWQFX pays higher dividends than NAESX: NWQFX (1.40) vs NAESX (1.23). 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 : 9.13 vs. NWQFX (-0.48). NWQFX return over 5 years is better than : 65.62 vs. NAESX (56.51).
| 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 | 6.604 | 8.176 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 97.7M | 165,814% |
| Annual Yield % from dividends | 1.23 | 1.40 | 88% |
| Returns for 1 year | 9.13 | -0.48 | -1,917% |
| Returns for 3 years | 47.05 | 43.92 | 107% |
| Returns for 5 years | 56.51 | 65.62 | 86% |
| Returns for 10 years | 131.38 | N/A | - |